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 | $48,908 | $176,812-72.3% | $146,665-66.7% | $167,490-70.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.28% | 24.03%-5.8pp | 22.74%-4.5pp | 478.56%-460.3pp |
| Employer contribution / active EE | $271 | $5,160-94.8% | $4,136-93.5% | $4,837-94.4% |
| Participant deferral / active EE | $2,141 | $6,440-66.8% | $5,506-61.1% | $6,341-66.2% |
| Admin fee / account holder | $201 | $13,259-98.5% | $10,280-98.0% | $12,309-98.4% |