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 | $154,521 | $159,602-3.2% | $150,045+3.0% | $142,382+8.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 20.22% | 70.24%-50.0pp | 62.55%-42.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $715 | $4,961-85.6% | $4,693-84.8% | $4,299-83.4% |
| Participant deferral / active EE | $8,351 | $8,310+0.5% | $7,997+4.4% | $6,507+28.3% |
| Admin fee / account holder | $30 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |