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 | $78,538 | $107,934-27.2% | $91,989-14.6% | $152,861-48.6% |
| Participation rate | 71.4% | 81.2%-9.8pp | 78.6%-7.2pp | 82.4%-11.0pp |
| Annual return | 25.39% | 89.24%-63.9pp | 69.02%-43.6pp | 345.32%-319.9pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,738 | $6,364+100.1% | $5,923+115.1% | $5,850+117.7% |
| Admin fee / account holder | $107 | $10,520-99.0% | $7,743-98.6% | $11,596-99.1% |