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 9-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 | $125,321 | $103,376+21.2% | $87,100+43.9% | $152,861-18.0% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.9%+0.1pp | 82.4%-5.5pp |
| Annual return | 18.83% | 28.10%-9.3pp | 28.19%-9.4pp | 345.32%-326.5pp |
| Employer contribution / active EE | $434 | $3,220-86.5% | $2,521-82.8% | $4,762-90.9% |
| Participant deferral / active EE | $6,564 | $4,778+37.4% | $4,049+62.1% | $5,850+12.2% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |