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 | $26,153 | $165,335-84.2% | $149,696-82.5% | $158,922-83.5% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 37.12% | 348.15%-311.0pp | 276.60%-239.5pp | 302.83%-265.7pp |
| Employer contribution / active EE | $866 | $5,103-83.0% | $4,644-81.4% | $4,761-81.8% |
| Participant deferral / active EE | $5,332 | $7,181-25.8% | $6,842-22.1% | $5,982-10.9% |
| Admin fee / account holder | $5 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |