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 | $52,919 | $144,119-63.3% | $117,854-55.1% | $147,584-64.1% |
| Participation rate | 82.6% | 83.4%-0.8pp | 79.7%+2.9pp | 82.8%-0.2pp |
| Annual return | 15.31% | 531.15%-515.8pp | 335.08%-319.8pp | 578.55%-563.2pp |
| Employer contribution / active EE | $805 | $4,896-83.6% | $3,786-78.7% | $4,876-83.5% |
| Participant deferral / active EE | $2,484 | $5,316-53.3% | $4,482-44.6% | $5,439-54.3% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |