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 | $44,049 | $214,378-79.5% | $200,582-78.0% | $142,382-69.1% |
| Participation rate | 81.0% | 87.4%-6.5pp | 86.9%-5.9pp | 80.1%+0.8pp |
| Annual return | 14.78% | 46.41%-31.6pp | 42.33%-27.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $303 | $6,841-95.6% | $6,419-95.3% | $4,299-93.0% |
| Participant deferral / active EE | $12,285 | $9,865+24.5% | $9,331+31.7% | $6,507+88.8% |
| Admin fee / account holder | $167 | $17,692-99.1% | $16,305-99.0% | $12,624-98.7% |