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 | $39,348 | $86,286-54.4% | $111,297-64.6% | $85,850-54.2% |
| Participation rate | 82.9% | 73.3%+9.5pp | 77.3%+5.5pp | 69.3%+13.5pp |
| Annual return | 16.66% | 19.99%-3.3pp | 54.65%-38.0pp | 318.53%-301.9pp |
| Employer contribution / active EE | $457 | $2,043-77.7% | $2,731-83.3% | $2,565-82.2% |
| Participant deferral / active EE | $3,800 | $3,641+4.4% | $4,487-15.3% | $3,952-3.9% |
| Admin fee / account holder | $135 | $8,188-98.4% | $7,964-98.3% | $6,260-97.8% |