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 5-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 | $11,445 | $117,983-90.3% | $101,794-88.8% | $142,382-92.0% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.2%+15.4pp | 80.1%+4.5pp |
| Annual return | 18.99% | 36.92%-17.9pp | 30.53%-11.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $301 | $2,773-89.1% | $2,289-86.8% | $4,299-93.0% |
| Participant deferral / active EE | $2,127 | $4,714-54.9% | $4,084-47.9% | $6,507-67.3% |
| Admin fee / account holder | $63 | $10,433-99.4% | $8,777-99.3% | $12,624-99.5% |