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 | $34,848 | $101,724-65.7% | $164,813-78.9% | $80,856-56.9% |
| Participation rate | 93.1% | 71.8%+21.3pp | 78.6%+14.5pp | 67.6%+25.5pp |
| Annual return | 12.58% | 16.72%-4.1pp | 69.93%-57.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,578 | $4,477+2.3% | $6,031-24.1% | $4,296+6.6% |
| Admin fee / account holder | $199 | $8,227-97.6% | $12,690-98.4% | $6,918-97.1% |