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 | $40,203 | $217,402-81.5% | $185,823-78.4% | $167,490-76.0% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 16.72% | 148.36%-131.6pp | 122.05%-105.3pp | 478.56%-461.8pp |
| Employer contribution / active EE | $977 | $5,873-83.4% | $5,167-81.1% | $4,837-79.8% |
| Participant deferral / active EE | $3,080 | $6,356-51.6% | $5,568-44.7% | $6,341-51.4% |
| Admin fee / account holder | $187 | $19,811-99.1% | $16,237-98.8% | $12,309-98.5% |