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 | $123,622 | $109,881+12.5% | $150,045-17.6% | $84,808+45.8% |
| Participation rate | 70.7% | 76.1%-5.4pp | 82.3%-11.6pp | 68.3%+2.4pp |
| Annual return | 15.45% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,019 | $6,636+5.8% | $7,997-12.2% | $4,212+66.7% |
| Admin fee / account holder | $107 | $8,568-98.8% | $13,435-99.2% | $7,344-98.5% |