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 | $65,978 | $157,256-58.0% | $141,162-53.3% | $152,861-56.8% |
| Participation rate | 82.6% | 84.8%-2.2pp | 82.5%+0.1pp | 82.4%+0.2pp |
| Annual return | 34.77% | 64.32%-29.6pp | 71.39%-36.6pp | 345.32%-310.6pp |
| Employer contribution / active EE | $206 | $5,261-96.1% | $4,735-95.7% | $4,762-95.7% |
| Participant deferral / active EE | $13,559 | $7,109+90.7% | $6,709+102.1% | $5,850+131.8% |
| Admin fee / account holder | $221 | $12,120-98.2% | $10,261-97.8% | $11,596-98.1% |