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 | $28,252 | $110,257-74.4% | $96,544-70.7% | $139,434-79.7% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.5pp | 80.3%-8.9pp |
| Annual return | 20.14% | 26.32%-6.2pp | 25.84%-5.7pp | 372.94%-352.8pp |
| Employer contribution / active EE | $158 | $3,620-95.6% | $2,965-94.7% | $4,751-96.7% |
| Participant deferral / active EE | $3,177 | $5,548-42.7% | $4,851-34.5% | $6,710-52.6% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |