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 | $68,159 | $98,750-31.0% | $149,696-54.5% | $79,858-14.7% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.5%+6.8pp | 69.6%+19.7pp |
| Annual return | 22.86% | 27.43%-4.6pp | 276.60%-253.7pp | 31.71%-8.9pp |
| Employer contribution / active EE | $375 | $3,216-88.3% | $4,644-91.9% | $2,471-84.8% |
| Participant deferral / active EE | $4,012 | $5,680-29.4% | $6,842-41.4% | $3,740+7.3% |
| Admin fee / account holder | $165 | $6,053-97.3% | $9,309-98.2% | $5,306-96.9% |