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 | $41,124 | $72,277-43.1% | $101,248-59.4% | $79,858-48.5% |
| Participation rate | 82.1% | 68.5%+13.7pp | 75.8%+6.3pp | 69.6%+12.5pp |
| Annual return | 12.53% | 22.30%-9.8pp | 46.47%-33.9pp | 31.71%-19.2pp |
| Employer contribution / active EE | $113 | $2,692-95.8% | $3,660-96.9% | $2,471-95.4% |
| Participant deferral / active EE | $1,380 | $3,282-57.9% | $4,370-68.4% | $3,740-63.1% |
| Admin fee / account holder | $178 | $4,400-96.0% | $5,945-97.0% | $5,306-96.6% |