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 | $112,031 | $95,803+16.9% | $113,168-1.0% | $84,808+32.1% |
| Participation rate | 75.6% | 72.9%+2.7pp | 76.6%-1.0pp | 68.3%+7.3pp |
| Annual return | 16.04% | 25.00%-9.0pp | 24.27%-8.2pp | 40.90%-24.9pp |
| Employer contribution / active EE | $451 | $2,360-80.9% | $2,975-84.8% | $2,631-82.8% |
| Participant deferral / active EE | $2,379 | $4,242-43.9% | $5,107-53.4% | $4,212-43.5% |
| Admin fee / account holder | $50 | $8,989-99.4% | $12,068-99.6% | $7,344-99.3% |