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 | $72,528 | $152,587-52.5% | $125,175-42.1% | $152,861-52.6% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.4%-11.0pp |
| Annual return | 26.31% | 54.84%-28.5pp | 43.79%-17.5pp | 345.32%-319.0pp |
| Employer contribution / active EE | $875 | $4,946-82.3% | $3,865-77.4% | $4,762-81.6% |
| Participant deferral / active EE | $5,598 | $5,868-4.6% | $4,937+13.4% | $5,850-4.3% |
| Admin fee / account holder | $253 | $13,434-98.1% | $9,702-97.4% | $11,596-97.8% |