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 | $237,673 | $148,534+60.0% | $135,903+74.9% | $139,434+70.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 22.43% | 79.19%-56.8pp | 68.23%-45.8pp | 372.94%-350.5pp |
| Employer contribution / active EE | $747 | $5,243-85.7% | $4,856-84.6% | $4,751-84.3% |
| Participant deferral / active EE | $12,351 | $8,100+52.5% | $7,758+59.2% | $6,710+84.1% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |