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 | $97,814 | $133,922-27.0% | $116,228-15.8% | $142,382-31.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 17.27% | 147.76%-130.5pp | 90.06%-72.8pp | 217.08%-199.8pp |
| Employer contribution / active EE | $70 | $3,446-98.0% | $2,994-97.6% | $4,299-98.4% |
| Participant deferral / active EE | $5,668 | $5,672-0.1% | $4,953+14.4% | $6,507-12.9% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |