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 | $37,055 | $162,781-77.2% | $133,956-72.3% | $158,922-76.7% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 13.56% | 41.94%-28.4pp | 45.09%-31.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $485 | $4,975-90.3% | $3,919-87.6% | $4,761-89.8% |
| Participant deferral / active EE | $2,387 | $5,911-59.6% | $5,048-52.7% | $5,982-60.1% |
| Admin fee / account holder | $291 | $11,736-97.5% | $8,927-96.7% | $11,246-97.4% |