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 | $21,581 | $103,376-79.1% | $87,100-75.2% | $152,861-85.9% |
| Participation rate | 77.8% | 79.3%-1.6pp | 76.9%+0.9pp | 82.4%-4.7pp |
| Annual return | 24.73% | 28.10%-3.4pp | 28.19%-3.5pp | 345.32%-320.6pp |
| Employer contribution / active EE | $614 | $3,220-80.9% | $2,521-75.6% | $4,762-87.1% |
| Participant deferral / active EE | $2,792 | $4,778-41.6% | $4,049-31.0% | $5,850-52.3% |
| Admin fee / account holder | $190 | $12,205-98.4% | $7,497-97.5% | $11,596-98.4% |