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 | $68,575 | $112,096-38.8% | $95,952-28.5% | $158,922-56.8% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 18.90% | 171.09%-152.2pp | 91.61%-72.7pp | 302.83%-283.9pp |
| Employer contribution / active EE | $618 | $3,198-80.7% | $2,541-75.7% | $4,761-87.0% |
| Participant deferral / active EE | $3,566 | $4,784-25.5% | $4,167-14.4% | $5,982-40.4% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |