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 | $43,264 | $165,335-73.8% | $149,696-71.1% | $158,922-72.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.27% | 348.15%-317.9pp | 276.60%-246.3pp | 302.83%-272.6pp |
| Employer contribution / active EE | $586 | $5,103-88.5% | $4,644-87.4% | $4,761-87.7% |
| Participant deferral / active EE | $6,312 | $7,181-12.1% | $6,842-7.7% | $5,982+5.5% |
| Admin fee / account holder | $198 | $10,807-98.2% | $9,309-97.9% | $11,246-98.2% |