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 | $27,521 | $165,335-83.4% | $149,696-81.6% | $158,922-82.7% |
| Participation rate | 77.3% | 84.6%-7.3pp | 82.5%-5.2pp | 82.0%-4.7pp |
| Annual return | 21.74% | 348.15%-326.4pp | 276.60%-254.9pp | 302.83%-281.1pp |
| Employer contribution / active EE | $664 | $5,103-87.0% | $4,644-85.7% | $4,761-86.1% |
| Participant deferral / active EE | $2,987 | $7,181-58.4% | $6,842-56.3% | $5,982-50.1% |
| Admin fee / account holder | $57 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |