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 | $41,391 | $86,929-52.4% | $102,423-59.6% | $80,856-48.8% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 12.13% | 18.88%-6.8pp | 29.32%-17.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $618 | $2,369-73.9% | $3,023-79.6% | $2,755-77.6% |
| Participant deferral / active EE | $2,598 | $4,118-36.9% | $5,053-48.6% | $4,296-39.5% |
| Admin fee / account holder | $287 | $8,049-96.4% | $9,451-97.0% | $6,918-95.9% |