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 | $73,081 | $83,477-12.5% | $125,175-41.6% | $72,985+0.1% |
| Participation rate | 78.9% | 73.3%+5.6pp | 79.8%-0.8pp | 69.5%+9.5pp |
| Annual return | 30.32% | 25.78%+4.5pp | 43.79%-13.5pp | 81.00%-50.7pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,885 | $3,585+64.1% | $4,937+19.2% | $3,607+63.1% |
| Admin fee / account holder | $68 | $5,517-98.8% | $9,702-99.3% | $5,124-98.7% |