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 | $172,388 | $126,574+36.2% | $106,213+62.3% | $145,922+18.1% |
| Participation rate | 70.0% | 77.6%-7.6pp | 75.3%-5.3pp | 80.3%-10.3pp |
| Annual return | 16.50% | 224.79%-208.3pp | 116.14%-99.6pp | 561.29%-544.8pp |
| Employer contribution / active EE | $661 | $3,730-82.3% | $3,171-79.1% | $4,660-85.8% |
| Participant deferral / active EE | $5,906 | $5,724+3.2% | $5,016+17.7% | $6,688-11.7% |
| Admin fee / account holder | $43 | $17,304-99.8% | $11,033-99.6% | $13,397-99.7% |