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 | $52,604 | $98,240-46.5% | $82,313-36.1% | $147,584-64.4% |
| Participation rate | 89.5% | 79.7%+9.7pp | 76.9%+12.6pp | 82.8%+6.6pp |
| Annual return | 19.52% | 30.85%-11.3pp | 25.88%-6.4pp | 578.55%-559.0pp |
| Employer contribution / active EE | $332 | $3,192-89.6% | $2,428-86.3% | $4,876-93.2% |
| Participant deferral / active EE | $3,628 | $4,383-17.2% | $3,706-2.1% | $5,439-33.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |