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 | $69,299 | $112,881-38.6% | $90,951-23.8% | $158,922-56.4% |
| Participation rate | 90.0% | 74.7%+15.3pp | 69.0%+21.0pp | 82.0%+8.0pp |
| Annual return | 13.79% | 215.79%-202.0pp | 134.60%-120.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $26 | $2,893-99.1% | $2,122-98.8% | $4,761-99.5% |
| Participant deferral / active EE | $5,318 | $4,128+28.8% | $3,373+57.7% | $5,982-11.1% |
| Admin fee / account holder | $177 | $8,041-97.8% | $5,959-97.0% | $11,246-98.4% |