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 | $153,453 | $179,726-14.6% | $156,263-1.8% | $142,382+7.8% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.9%+13.9pp | 80.1%+12.7pp |
| Annual return | 14.49% | 77.86%-63.4pp | 59.47%-45.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $747 | $5,069-85.3% | $4,333-82.8% | $4,299-82.6% |
| Participant deferral / active EE | $3,740 | $6,956-46.2% | $6,158-39.3% | $6,507-42.5% |
| Admin fee / account holder | $27 | $17,272-99.8% | $14,255-99.8% | $12,624-99.8% |