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 | $63,567 | $78,672-19.2% | $109,143-41.8% | $85,850-26.0% |
| Participation rate | 72.9% | 68.3%+4.6pp | 75.9%-3.0pp | 69.3%+3.6pp |
| Annual return | 14.60% | 25.09%-10.5pp | 25.75%-11.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $384 | $2,735-86.0% | $3,722-89.7% | $2,565-85.0% |
| Participant deferral / active EE | $2,669 | $3,467-23.0% | $4,653-42.6% | $3,952-32.5% |
| Admin fee / account holder | $296 | $5,469-94.6% | $6,752-95.6% | $6,260-95.3% |