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 | $121,149 | $209,411-42.1% | $178,490-32.1% | $158,922-23.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.97% | 188.75%-170.8pp | 151.07%-133.1pp | 302.83%-284.9pp |
| Employer contribution / active EE | $1,138 | $5,706-80.1% | $5,011-77.3% | $4,761-76.1% |
| Participant deferral / active EE | $7,219 | $5,954+21.2% | $5,202+38.8% | $5,982+20.7% |
| Admin fee / account holder | $79 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |