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 | $33,768 | $63,346-46.7% | $92,233-63.4% | $70,131-51.9% |
| Participation rate | 94.0% | 68.7%+25.3pp | 76.5%+17.5pp | 69.5%+24.4pp |
| Annual return | 13.59% | 530.12%-516.5pp | 176.28%-162.7pp | 73.14%-59.6pp |
| Employer contribution / active EE | $380 | $2,471-84.6% | $3,679-89.7% | $2,342-83.8% |
| Participant deferral / active EE | $2,421 | $2,854-15.2% | $3,897-37.9% | $3,332-27.3% |
| Admin fee / account holder | $294 | $3,840-92.4% | $5,194-94.3% | $4,645-93.7% |