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 | $40,836 | $209,411-80.5% | $178,490-77.1% | $158,922-74.3% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 15.77% | 188.75%-173.0pp | 151.07%-135.3pp | 302.83%-287.1pp |
| Employer contribution / active EE | $383 | $5,706-93.3% | $5,011-92.4% | $4,761-91.9% |
| Participant deferral / active EE | $2,219 | $5,954-62.7% | $5,202-57.3% | $5,982-62.9% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |