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 | $37,784 | $181,894-79.2% | $156,549-75.9% | $273,961-86.2% |
| Participation rate | 92.3% | 88.4%+3.9pp | 84.0%+8.3pp | 83.0%+9.3pp |
| Annual return | 8.04% | 30.74%-22.7pp | 32.23%-24.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $890 | $6,248-85.8% | $5,501-83.8% | $4,869-81.7% |
| Participant deferral / active EE | $3,645 | $5,550-34.3% | $4,871-25.2% | $5,287-31.1% |
| Admin fee / account holder | $294 | $15,559-98.1% | $13,027-97.7% | $10,132-97.1% |