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 | $64,470 | $144,119-55.3% | $117,854-45.3% | $147,584-56.3% |
| Participation rate | 76.5% | 83.4%-6.9pp | 79.7%-3.2pp | 82.8%-6.4pp |
| Annual return | 19.66% | 531.15%-511.5pp | 335.08%-315.4pp | 578.55%-558.9pp |
| Employer contribution / active EE | $711 | $4,896-85.5% | $3,786-81.2% | $4,876-85.4% |
| Participant deferral / active EE | $5,096 | $5,316-4.1% | $4,482+13.7% | $5,439-6.3% |
| Admin fee / account holder | $137 | $10,886-98.7% | $8,020-98.3% | $10,885-98.7% |