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 | $26,936 | $91,037-70.4% | $71,671-62.4% | $147,584-81.7% |
| Participation rate | 75.0% | 76.1%-1.1pp | 68.7%+6.3pp | 82.8%-7.8pp |
| Annual return | 13.08% | 20.48%-7.4pp | 20.65%-7.6pp | 578.55%-565.5pp |
| Employer contribution / active EE | $336 | $3,327-89.9% | $2,460-86.3% | $4,876-93.1% |
| Participant deferral / active EE | $2,237 | $4,498-50.3% | $3,438-34.9% | $5,439-58.9% |
| Admin fee / account holder | $96 | $8,613-98.9% | $5,558-98.3% | $10,885-99.1% |