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 | $47,386 | $104,251-54.5% | $91,001-47.9% | $147,584-67.9% |
| Participation rate | 77.8% | 78.2%-0.5pp | 75.6%+2.2pp | 82.8%-5.1pp |
| Annual return | 11.99% | 27.06%-15.1pp | 4.60%+7.4pp | 578.55%-566.6pp |
| Employer contribution / active EE | $378 | $3,116-87.9% | $2,456-84.6% | $4,876-92.3% |
| Participant deferral / active EE | $1,765 | $4,195-57.9% | $3,547-50.2% | $5,439-67.5% |
| Admin fee / account holder | $187 | $8,948-97.9% | $5,417-96.6% | $10,885-98.3% |