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 | $136,302 | $113,935+19.6% | $94,224+44.7% | $125,391+8.7% |
| Participation rate | 88.9% | 82.9%+6.0pp | 78.8%+10.1pp | 83.2%+5.7pp |
| Annual return | 13.39% | 5.29%+8.1pp | 10.68%+2.7pp | 282.22%-268.8pp |
| Employer contribution / active EE | $705 | $4,727-85.1% | $3,587-80.3% | $4,866-85.5% |
| Participant deferral / active EE | $1,555 | $5,179-70.0% | $4,320-64.0% | $5,352-70.9% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |