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 | $34,382 | $171,865-80.0% | $149,718-77.0% | $147,584-76.7% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 16.25% | 2113.22%-2097.0pp | 1501.63%-1485.4pp | 578.55%-562.3pp |
| Employer contribution / active EE | $379 | $6,275-94.0% | $5,445-93.0% | $4,876-92.2% |
| Participant deferral / active EE | $3,130 | $7,271-56.9% | $6,569-52.3% | $5,439-42.4% |
| Admin fee / account holder | $237 | $13,799-98.3% | $11,283-97.9% | $10,885-97.8% |