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 | $60,653 | $152,587-60.3% | $125,175-51.5% | $152,861-60.3% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.4%-11.0pp |
| Annual return | 19.86% | 54.84%-35.0pp | 43.79%-23.9pp | 345.32%-325.5pp |
| Employer contribution / active EE | $769 | $4,946-84.4% | $3,865-80.1% | $4,762-83.8% |
| Participant deferral / active EE | $2,262 | $5,868-61.5% | $4,937-54.2% | $5,850-61.3% |
| Admin fee / account holder | $259 | $13,434-98.1% | $9,702-97.3% | $11,596-97.8% |