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 | $69,355 | $177,572-60.9% | $154,803-55.2% | $142,382-51.3% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 17.74% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $753 | $4,810-84.4% | $4,305-82.5% | $4,299-82.5% |
| Participant deferral / active EE | $3,893 | $6,272-37.9% | $5,540-29.7% | $6,507-40.2% |
| Admin fee / account holder | $181 | $16,786-98.9% | $14,329-98.7% | $12,624-98.6% |