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 | $45,118 | $104,251-56.7% | $91,001-50.4% | $147,584-69.4% |
| Participation rate | 76.2% | 78.2%-2.0pp | 75.6%+0.6pp | 82.8%-6.6pp |
| Annual return | 14.31% | 27.06%-12.8pp | 4.60%+9.7pp | 578.55%-564.2pp |
| Employer contribution / active EE | $362 | $3,116-88.4% | $2,456-85.3% | $4,876-92.6% |
| Participant deferral / active EE | $1,447 | $4,195-65.5% | $3,547-59.2% | $5,439-73.4% |
| Admin fee / account holder | $266 | $8,948-97.0% | $5,417-95.1% | $10,885-97.6% |