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 | $71,187 | $91,190-21.9% | $178,490-60.1% | $79,858-10.9% |
| Participation rate | 84.6% | 69.2%+15.4pp | 81.9%+2.7pp | 69.6%+15.0pp |
| Annual return | 18.97% | 24.19%-5.2pp | 151.07%-132.1pp | 31.71%-12.7pp |
| Employer contribution / active EE | $40 | $3,256-98.8% | $5,011-99.2% | $2,471-98.4% |
| Participant deferral / active EE | $3,197 | $3,236-1.2% | $5,202-38.5% | $3,740-14.5% |
| Admin fee / account holder | $180 | $6,751-97.3% | $13,984-98.7% | $5,306-96.6% |