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 | $91,459 | $115,770-21.0% | $101,248-9.7% | $158,922-42.5% |
| Participation rate | 81.3% | 79.4%+1.9pp | 75.8%+5.4pp | 82.0%-0.7pp |
| Annual return | 13.68% | 56.14%-42.5pp | 46.47%-32.8pp | 302.83%-289.1pp |
| Employer contribution / active EE | $588 | $4,175-85.9% | $3,660-83.9% | $4,761-87.7% |
| Participant deferral / active EE | $2,219 | $4,957-55.2% | $4,370-49.2% | $5,982-62.9% |
| Admin fee / account holder | $229 | $7,245-96.8% | $5,945-96.1% | $11,246-98.0% |