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 | $174,468 | $148,534+17.5% | $135,903+28.4% | $139,434+25.1% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 21.68% | 79.19%-57.5pp | 68.23%-46.5pp | 372.94%-351.3pp |
| Employer contribution / active EE | $322 | $5,243-93.9% | $4,856-93.4% | $4,751-93.2% |
| Participant deferral / active EE | $8,761 | $8,100+8.2% | $7,758+12.9% | $6,710+30.6% |
| Admin fee / account holder | $22 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |