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 | $127,768 | $160,055-20.2% | $140,016-8.7% | $135,375-5.6% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | 9.65% | 911.38%-901.7pp | 651.12%-641.5pp | 519.73%-510.1pp |
| Employer contribution / active EE | $382 | $6,420-94.0% | $5,606-93.2% | $4,779-92.0% |
| Participant deferral / active EE | $7,083 | $7,642-7.3% | $6,927+2.2% | $5,609+26.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |