See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,129 | $105,998-17.8% | $92,233-5.5% | $147,584-41.0% |
| Participation rate | 72.7% | 80.4%-7.7pp | 76.5%-3.8pp | 82.8%-10.1pp |
| Annual return | 22.08% | 50.05%-28.0pp | 176.28%-154.2pp | 578.55%-556.5pp |
| Employer contribution / active EE | $534 | $4,333-87.7% | $3,679-85.5% | $4,876-89.0% |
| Participant deferral / active EE | $3,227 | $4,478-27.9% | $3,897-17.2% | $5,439-40.7% |
| Admin fee / account holder | $50 | $6,332-99.2% | $5,194-99.0% | $10,885-99.5% |