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 | $5,673 | $54,705-89.6% | $71,209-92.0% | $84,808-93.3% |
| Participation rate | 71.9% | 64.1%+7.8pp | 73.8%-1.9pp | 68.3%+3.6pp |
| Annual return | 26.16% | 35.90%-9.7pp | 282.51%-256.4pp | 40.90%-14.7pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,087 | $3,030-64.1% | $4,175-74.0% | $4,212-74.2% |
| Admin fee / account holder | $169 | $4,863-96.5% | $5,349-96.8% | $7,344-97.7% |