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 | $107,088 | $140,940-24.0% | $112,229-4.6% | $139,434-23.2% |
| Participation rate | 71.4% | 79.2%-7.8pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 13.19% | 32.71%-19.5pp | 30.20%-17.0pp | 372.94%-359.8pp |
| Employer contribution / active EE | $581 | $4,283-86.4% | $3,430-83.1% | $4,751-87.8% |
| Participant deferral / active EE | $7,192 | $5,874+22.4% | $4,798+49.9% | $6,710+7.2% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |