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 | $46,554 | $63,346-26.5% | $92,233-49.5% | $70,131-33.6% |
| Participation rate | 70.7% | 68.7%+2.1pp | 76.5%-5.7pp | 69.5%+1.2pp |
| Annual return | 16.16% | 530.12%-514.0pp | 176.28%-160.1pp | 73.14%-57.0pp |
| Employer contribution / active EE | $392 | $2,471-84.2% | $3,679-89.4% | $2,342-83.3% |
| Participant deferral / active EE | $2,578 | $2,854-9.7% | $3,897-33.8% | $3,332-22.6% |
| Admin fee / account holder | $10 | $3,840-99.7% | $5,194-99.8% | $4,645-99.8% |