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 | $89,499 | $209,411-57.3% | $178,490-49.9% | $158,922-43.7% |
| Participation rate | 78.6% | 86.3%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 6.73% | 188.75%-182.0pp | 151.07%-144.3pp | 302.83%-296.1pp |
| Employer contribution / active EE | $759 | $5,706-86.7% | $5,011-84.8% | $4,761-84.1% |
| Participant deferral / active EE | $4,753 | $5,954-20.2% | $5,202-8.6% | $5,982-20.5% |
| Admin fee / account holder | $71 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |