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 | $116,488 | $148,534-21.6% | $135,903-14.3% | $139,434-16.5% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 16.90% | 79.19%-62.3pp | 68.23%-51.3pp | 372.94%-356.0pp |
| Employer contribution / active EE | $770 | $5,243-85.3% | $4,856-84.2% | $4,751-83.8% |
| Participant deferral / active EE | $13,077 | $8,100+61.4% | $7,758+68.6% | $6,710+94.9% |
| Admin fee / account holder | $113 | $12,400-99.1% | $10,762-98.9% | $11,403-99.0% |