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 | $41,190 | $152,587-73.0% | $125,175-67.1% | $152,861-73.1% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 15.62% | 54.84%-39.2pp | 43.79%-28.2pp | 345.32%-329.7pp |
| Employer contribution / active EE | $505 | $4,946-89.8% | $3,865-86.9% | $4,762-89.4% |
| Participant deferral / active EE | $2,181 | $5,868-62.8% | $4,937-55.8% | $5,850-62.7% |
| Admin fee / account holder | $66 | $13,434-99.5% | $9,702-99.3% | $11,596-99.4% |