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 5-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 | $183,051 | $148,534+23.2% | $135,903+34.7% | $139,434+31.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 16.34% | 79.19%-62.9pp | 68.23%-51.9pp | 372.94%-356.6pp |
| Employer contribution / active EE | $457 | $5,243-91.3% | $4,856-90.6% | $4,751-90.4% |
| Participant deferral / active EE | $6,892 | $8,100-14.9% | $7,758-11.2% | $6,710+2.7% |
| Admin fee / account holder | $220 | $12,400-98.2% | $10,762-98.0% | $11,403-98.1% |