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 | $57,963 | $91,190-36.4% | $178,490-67.5% | $79,858-27.4% |
| Participation rate | 70.5% | 69.2%+1.3pp | 81.9%-11.4pp | 69.6%+0.9pp |
| Annual return | 16.95% | 24.19%-7.2pp | 151.07%-134.1pp | 31.71%-14.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,738 | $3,236-46.3% | $5,202-66.6% | $3,740-53.5% |
| Admin fee / account holder | $217 | $6,751-96.8% | $13,984-98.4% | $5,306-95.9% |