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 | $32,945 | $55,706-40.9% | $75,886-56.6% | $72,985-54.9% |
| Participation rate | 88.2% | 61.1%+27.1pp | 69.3%+19.0pp | 69.5%+18.7pp |
| Annual return | 23.39% | 27.59%-4.2pp | 30.76%-7.4pp | 81.00%-57.6pp |
| Employer contribution / active EE | $265 | $1,687-84.3% | $2,500-89.4% | $2,440-89.2% |
| Participant deferral / active EE | $1,643 | $2,634-37.6% | $3,603-54.4% | $3,607-54.5% |
| Admin fee / account holder | $78 | $3,978-98.0% | $5,418-98.6% | $5,124-98.5% |