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 | $33,760 | $55,415-39.1% | $155,509-78.3% | $74,495-54.7% |
| Participation rate | 72.9% | 61.9%+11.0pp | 78.2%-5.3pp | 67.2%+5.7pp |
| Annual return | 16.06% | 268.50%-252.4pp | 64.67%-48.6pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $311 | $2,267-86.3% | $4,672-93.3% | $2,623-88.1% |
| Participant deferral / active EE | $2,208 | $2,836-22.1% | $5,626-60.8% | $4,346-49.2% |
| Admin fee / account holder | $285 | $1,738-83.6% | $15,912-98.2% | $1,942-85.3% |