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 | $114,133 | $217,402-47.5% | $185,823-38.6% | $167,490-31.9% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 13.72% | 148.36%-134.6pp | 122.05%-108.3pp | 478.56%-464.8pp |
| Employer contribution / active EE | $988 | $5,873-83.2% | $5,167-80.9% | $4,837-79.6% |
| Participant deferral / active EE | $14,443 | $6,356+127.2% | $5,568+159.4% | $6,341+127.8% |
| Admin fee / account holder | $122 | $19,811-99.4% | $16,237-99.3% | $12,309-99.0% |