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 5-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 | $70,911 | $201,272-64.8% | $184,203-61.5% | $145,922-51.4% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 10.36% | 29.00%-18.6pp | 28.81%-18.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,175 | $7,022-83.3% | $6,427-81.7% | $4,660-74.8% |
| Participant deferral / active EE | $10,859 | $9,806+10.7% | $9,131+18.9% | $6,688+62.4% |
| Admin fee / account holder | $31 | $16,364-99.8% | $13,901-99.8% | $13,397-99.8% |