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 | $64,134 | $118,450-45.9% | $98,439-34.8% | $139,434-54.0% |
| Participation rate | 83.3% | 77.4%+5.9pp | 75.2%+8.2pp | 80.3%+3.0pp |
| Annual return | 20.32% | 18.94%+1.4pp | 21.16%-0.8pp | 372.94%-352.6pp |
| Employer contribution / active EE | $384 | $3,609-89.4% | $3,048-87.4% | $4,751-91.9% |
| Participant deferral / active EE | $3,003 | $5,392-44.3% | $4,738-36.6% | $6,710-55.2% |
| Admin fee / account holder | $24 | $14,026-99.8% | $8,948-99.7% | $11,403-99.8% |