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 | $150,547 | $165,335-8.9% | $149,696+0.6% | $158,922-5.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.92% | 348.15%-334.2pp | 276.60%-262.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $839 | $5,103-83.6% | $4,644-81.9% | $4,761-82.4% |
| Participant deferral / active EE | $8,903 | $7,181+24.0% | $6,842+30.1% | $5,982+48.8% |
| Admin fee / account holder | $17 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |