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 | $41,126 | $157,256-73.8% | $141,162-70.9% | $152,861-73.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 23.88% | 64.32%-40.4pp | 71.39%-47.5pp | 345.32%-321.4pp |
| Employer contribution / active EE | $919 | $5,261-82.5% | $4,735-80.6% | $4,762-80.7% |
| Participant deferral / active EE | $2,623 | $7,109-63.1% | $6,709-60.9% | $5,850-55.2% |
| Admin fee / account holder | $298 | $12,120-97.5% | $10,261-97.1% | $11,596-97.4% |