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 | $95,755 | $214,378-55.3% | $200,582-52.3% | $142,382-32.7% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 12.65% | 46.41%-33.8pp | 42.33%-29.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $835 | $6,841-87.8% | $6,419-87.0% | $4,299-80.6% |
| Participant deferral / active EE | $3,725 | $9,865-62.2% | $9,331-60.1% | $6,507-42.8% |
| Admin fee / account holder | $193 | $17,692-98.9% | $16,305-98.8% | $12,624-98.5% |