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 | $118,114 | $165,335-28.6% | $149,696-21.1% | $158,922-25.7% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 12.31% | 348.15%-335.8pp | 276.60%-264.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $844 | $5,103-83.5% | $4,644-81.8% | $4,761-82.3% |
| Participant deferral / active EE | $6,326 | $7,181-11.9% | $6,842-7.5% | $5,982+5.8% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |