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 | $92,332 | $157,256-41.3% | $141,162-34.6% | $152,861-39.6% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 22.57% | 64.32%-41.8pp | 71.39%-48.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $365 | $5,261-93.1% | $4,735-92.3% | $4,762-92.3% |
| Participant deferral / active EE | $9,788 | $7,109+37.7% | $6,709+45.9% | $5,850+67.3% |
| Admin fee / account holder | $179 | $12,120-98.5% | $10,261-98.3% | $11,596-98.5% |