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 | $60,144 | $92,222-34.8% | $76,768-21.7% | $135,375-55.6% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | 29.29% | 5.46%+23.8pp | 2.43%+26.9pp | 519.73%-490.4pp |
| Employer contribution / active EE | $278 | $3,216-91.4% | $2,485-88.8% | $4,779-94.2% |
| Participant deferral / active EE | $1,943 | $4,509-56.9% | $3,852-49.5% | $5,609-65.4% |
| Admin fee / account holder | $252 | $10,748-97.7% | $6,675-96.2% | $10,827-97.7% |