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 | $219,016 | $107,334+104.1% | $92,893+135.8% | $152,861+43.3% |
| Participation rate | 81.0% | 79.8%+1.2pp | 76.0%+4.9pp | 82.4%-1.5pp |
| Annual return | 25.90% | 145.58%-119.7pp | 109.41%-83.5pp | 345.32%-319.4pp |
| Employer contribution / active EE | $184 | $4,221-95.6% | $3,653-94.9% | $4,762-96.1% |
| Participant deferral / active EE | $3,690 | $4,845-23.8% | $4,236-12.9% | $5,850-36.9% |
| Admin fee / account holder | $201 | $7,079-97.2% | $5,794-96.5% | $11,596-98.3% |