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 | $28,458 | $63,764-55.4% | $81,930-65.3% | $79,858-64.4% |
| Participation rate | 71.4% | 67.5%+3.9pp | 72.0%-0.6pp | 69.6%+1.8pp |
| Annual return | 20.46% | 22.66%-2.2pp | 29.49%-9.0pp | 31.71%-11.3pp |
| Employer contribution / active EE | $176 | $1,795-90.2% | $4,310-95.9% | $2,471-92.9% |
| Participant deferral / active EE | $1,282 | $2,780-53.9% | $7,107-82.0% | $3,740-65.7% |
| Admin fee / account holder | $29 | $4,426-99.4% | $5,158-99.4% | $5,306-99.5% |