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 | $72,849 | $209,411-65.2% | $178,490-59.2% | $158,922-54.2% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 13.80% | 188.75%-174.9pp | 151.07%-137.3pp | 302.83%-289.0pp |
| Employer contribution / active EE | $61 | $5,706-98.9% | $5,011-98.8% | $4,761-98.7% |
| Participant deferral / active EE | $3,159 | $5,954-46.9% | $5,202-39.3% | $5,982-47.2% |
| Admin fee / account holder | $253 | $17,074-98.5% | $13,984-98.2% | $11,246-97.8% |