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 | $164,391 | $197,591-16.8% | $177,821-7.6% | $158,922+3.4% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 14.72% | 58.76%-44.0pp | 48.32%-33.6pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,391 | $6,697-79.2% | $5,918-76.5% | $4,761-70.8% |
| Participant deferral / active EE | $7,462 | $8,405-11.2% | $7,714-3.3% | $5,982+24.7% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |