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 | $42,960 | $124,281-65.4% | $109,143-60.6% | $167,490-74.4% |
| Participation rate | 72.7% | 79.4%-6.7pp | 75.9%-3.1pp | 82.1%-9.4pp |
| Annual return | 12.83% | 26.04%-13.2pp | 25.75%-12.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $412 | $4,207-90.2% | $3,722-88.9% | $4,837-91.5% |
| Participant deferral / active EE | $2,798 | $5,255-46.8% | $4,653-39.9% | $6,341-55.9% |
| Admin fee / account holder | $79 | $7,970-99.0% | $6,752-98.8% | $12,309-99.4% |