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 9-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 | $145,260 | $157,256-7.6% | $141,162+2.9% | $152,861-5.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 23.63% | 64.32%-40.7pp | 71.39%-47.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $638 | $5,261-87.9% | $4,735-86.5% | $4,762-86.6% |
| Participant deferral / active EE | $13,486 | $7,109+89.7% | $6,709+101.0% | $5,850+130.5% |
| Admin fee / account holder | $42 | $12,120-99.7% | $10,261-99.6% | $11,596-99.6% |