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 | $57,344 | $74,879,922-99.9% | $40,145,923-99.9% | $273,961-79.1% |
| Participation rate | 83.3% | 74.1%+9.3pp | 68.4%+14.9pp | 83.0%+0.3pp |
| Annual return | 9.64% | 2.55%+7.1pp | 5.24%+4.4pp | 41.45%-31.8pp |
| Employer contribution / active EE | $0 | $2,350-100.0% | $1,844-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,133 | $2,962+5.8% | $2,591+21.0% | $5,287-40.7% |
| Admin fee / account holder | $0 | $3,725-100.0% | $2,903-100.0% | $10,132-100.0% |