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 | $68,079 | $163,101-58.3% | $136,749-50.2% | $142,382-52.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.19% | 27.54%-6.4pp | 24.33%-3.1pp | 217.08%-195.9pp |
| Employer contribution / active EE | $16 | $4,117-99.6% | $3,400-99.5% | $4,299-99.6% |
| Participant deferral / active EE | $1,485 | $5,585-73.4% | $4,692-68.4% | $6,507-77.2% |
| Admin fee / account holder | $271 | $14,318-98.1% | $11,386-97.6% | $12,624-97.9% |