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 | $38,085 | $115,770-67.1% | $101,248-62.4% | $158,922-76.0% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 16.18% | 56.14%-40.0pp | 46.47%-30.3pp | 302.83%-286.6pp |
| Employer contribution / active EE | $505 | $4,175-87.9% | $3,660-86.2% | $4,761-89.4% |
| Participant deferral / active EE | $5,047 | $4,957+1.8% | $4,370+15.5% | $5,982-15.6% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |