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 | $43,319 | $107,334-59.6% | $92,893-53.4% | $152,861-71.7% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.4%-12.4pp |
| Annual return | 25.39% | 145.58%-120.2pp | 109.41%-84.0pp | 345.32%-319.9pp |
| Employer contribution / active EE | $309 | $4,221-92.7% | $3,653-91.5% | $4,762-93.5% |
| Participant deferral / active EE | $3,396 | $4,845-29.9% | $4,236-19.8% | $5,850-42.0% |
| Admin fee / account holder | $219 | $7,079-96.9% | $5,794-96.2% | $11,596-98.1% |