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 | $95,580 | $175,202-45.4% | $149,673-36.1% | $139,434-31.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 26.72% | 166.71%-140.0pp | 134.42%-107.7pp | 372.94%-346.2pp |
| Employer contribution / active EE | $22 | $5,474-99.6% | $4,818-99.5% | $4,751-99.5% |
| Participant deferral / active EE | $4,799 | $6,519-26.4% | $5,680-15.5% | $6,710-28.5% |
| Admin fee / account holder | $23 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |