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 | $76,118 | $209,411-63.7% | $178,490-57.4% | $158,922-52.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.50% | 188.75%-169.3pp | 151.07%-131.6pp | 302.83%-283.3pp |
| Employer contribution / active EE | $1,135 | $5,706-80.1% | $5,011-77.4% | $4,761-76.2% |
| Participant deferral / active EE | $10,819 | $5,954+81.7% | $5,202+108.0% | $5,982+80.9% |
| Admin fee / account holder | $142 | $17,074-99.2% | $13,984-99.0% | $11,246-98.7% |