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 | $45,009 | $124,281-63.8% | $109,143-58.8% | $167,490-73.1% |
| Participation rate | 77.8% | 79.4%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 44.02% | 26.04%+18.0pp | 25.75%+18.3pp | 478.56%-434.5pp |
| Employer contribution / active EE | $674 | $4,207-84.0% | $3,722-81.9% | $4,837-86.1% |
| Participant deferral / active EE | $9,514 | $5,255+81.0% | $4,653+104.5% | $6,341+50.0% |
| Admin fee / account holder | $38 | $7,970-99.5% | $6,752-99.4% | $12,309-99.7% |