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 | $59,304 | $124,281-52.3% | $109,143-45.7% | $167,490-64.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.90% | 26.04%-10.1pp | 25.75%-9.9pp | 478.56%-462.7pp |
| Employer contribution / active EE | $743 | $4,207-82.3% | $3,722-80.0% | $4,837-84.6% |
| Participant deferral / active EE | $1,812 | $5,255-65.5% | $4,653-61.0% | $6,341-71.4% |
| Admin fee / account holder | $208 | $7,970-97.4% | $6,752-96.9% | $12,309-98.3% |