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 | $95,785 | $165,335-42.1% | $149,696-36.0% | $158,922-39.7% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 23.43% | 348.15%-324.7pp | 276.60%-253.2pp | 302.83%-279.4pp |
| Employer contribution / active EE | $632 | $5,103-87.6% | $4,644-86.4% | $4,761-86.7% |
| Participant deferral / active EE | $11,719 | $7,181+63.2% | $6,842+71.3% | $5,982+95.9% |
| Admin fee / account holder | $147 | $10,807-98.6% | $9,309-98.4% | $11,246-98.7% |