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 | $22,017 | $175,202-87.4% | $149,673-85.3% | $139,434-84.2% |
| Participation rate | 82.6% | 83.4%-0.8pp | 78.8%+3.8pp | 80.3%+2.3pp |
| Annual return | 21.17% | 166.71%-145.5pp | 134.42%-113.2pp | 372.94%-351.8pp |
| Employer contribution / active EE | $710 | $5,474-87.0% | $4,818-85.3% | $4,751-85.1% |
| Participant deferral / active EE | $2,684 | $6,519-58.8% | $5,680-52.7% | $6,710-60.0% |
| Admin fee / account holder | $6 | $16,150-100.0% | $13,210-100.0% | $11,403-99.9% |