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 | $51,520 | $181,894-71.7% | $156,549-67.1% | $273,961-81.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.63% | 30.74%-24.1pp | 32.23%-25.6pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,035 | $6,248-83.4% | $5,501-81.2% | $4,869-78.7% |
| Participant deferral / active EE | $3,676 | $5,550-33.8% | $4,871-24.5% | $5,287-30.5% |
| Admin fee / account holder | $46 | $15,559-99.7% | $13,027-99.6% | $10,132-99.5% |