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 | $194,238 | $181,894+6.8% | $156,549+24.1% | $273,961-29.1% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 5.90% | 30.74%-24.8pp | 32.23%-26.3pp | 41.45%-35.6pp |
| Employer contribution / active EE | $958 | $6,248-84.7% | $5,501-82.6% | $4,869-80.3% |
| Participant deferral / active EE | $6,617 | $5,550+19.2% | $4,871+35.8% | $5,287+25.1% |
| Admin fee / account holder | $14 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |