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 | $62,392 | $115,770-46.1% | $101,248-38.4% | $158,922-60.7% |
| Participation rate | 76.5% | 79.4%-2.9pp | 75.8%+0.7pp | 82.0%-5.5pp |
| Annual return | 40.40% | 56.14%-15.7pp | 46.47%-6.1pp | 302.83%-262.4pp |
| Employer contribution / active EE | $197 | $4,175-95.3% | $3,660-94.6% | $4,761-95.9% |
| Participant deferral / active EE | $1,649 | $4,957-66.7% | $4,370-62.3% | $5,982-72.4% |
| Admin fee / account holder | $117 | $7,245-98.4% | $5,945-98.0% | $11,246-99.0% |