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 | $88,105 | $133,922-34.2% | $116,228-24.2% | $142,382-38.1% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.6%+3.2pp | 80.1%-2.3pp |
| Annual return | 21.72% | 147.76%-126.0pp | 90.06%-68.3pp | 217.08%-195.4pp |
| Employer contribution / active EE | $364 | $3,446-89.4% | $2,994-87.8% | $4,299-91.5% |
| Participant deferral / active EE | $2,132 | $5,672-62.4% | $4,953-56.9% | $6,507-67.2% |
| Admin fee / account holder | $17 | $14,945-99.9% | $11,989-99.9% | $12,624-99.9% |