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 | $89,014 | $65,561+35.8% | $86,188+3.3% | $75,163+18.4% |
| Participation rate | 71.9% | 60.5%+11.4pp | 69.0%+2.9pp | 67.2%+4.7pp |
| Annual return | 20.80% | 46.05%-25.3pp | 1168.45%-1147.6pp | 160.62%-139.8pp |
| Employer contribution / active EE | $110 | $1,553-92.9% | $2,380-95.4% | $2,670-95.9% |
| Participant deferral / active EE | $2,218 | $3,024-26.7% | $3,985-44.4% | $4,125-46.2% |
| Admin fee / account holder | $53 | $5,474-99.0% | $6,852-99.2% | $5,651-99.1% |