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 | $85,685 | $87,733-2.3% | $106,548-19.6% | $85,850-0.2% |
| Participation rate | 94.6% | 71.9%+22.7pp | 76.1%+18.5pp | 69.3%+25.3pp |
| Annual return | 12.02% | 21.86%-9.8pp | 26.80%-14.8pp | 318.53%-306.5pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,871 | $3,469+40.4% | $4,398+10.7% | $3,952+23.3% |
| Admin fee / account holder | $65 | $6,767-99.0% | $7,407-99.1% | $6,260-99.0% |