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 | $87,184 | $77,899+11.9% | $149,673-41.8% | $75,163+16.0% |
| Participation rate | 78.8% | 65.6%+13.3pp | 78.8%+0.1pp | 67.2%+11.7pp |
| Annual return | 18.93% | 31.72%-12.8pp | 134.42%-115.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $96 | $3,137-96.9% | $4,818-98.0% | $2,670-96.4% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $19 | $5,956-99.7% | $13,210-99.9% | $5,651-99.7% |