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 | $100,686 | $179,726-44.0% | $156,263-35.6% | $142,382-29.3% |
| Participation rate | 73.7% | 82.1%-8.4pp | 78.9%-5.2pp | 80.1%-6.4pp |
| Annual return | 16.96% | 77.86%-60.9pp | 59.47%-42.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $635 | $5,069-87.5% | $4,333-85.4% | $4,299-85.2% |
| Participant deferral / active EE | $4,611 | $6,956-33.7% | $6,158-25.1% | $6,507-29.1% |
| Admin fee / account holder | $101 | $17,272-99.4% | $14,255-99.3% | $12,624-99.2% |