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 | $57,893 | $131,829-56.1% | $108,579-46.7% | $273,961-78.9% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 4.13% | -91.57%+95.7pp | -51.70%+55.8pp | 41.45%-37.3pp |
| Employer contribution / active EE | $770 | $4,912-84.3% | $3,758-79.5% | $4,869-84.2% |
| Participant deferral / active EE | $2,525 | $5,127-50.8% | $4,311-41.4% | $5,287-52.2% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |