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 | $202,765 | $104,251+94.5% | $91,001+122.8% | $147,584+37.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 25.39% | 27.06%-1.7pp | 4.60%+20.8pp | 578.55%-553.2pp |
| Employer contribution / active EE | $300 | $3,116-90.4% | $2,456-87.8% | $4,876-93.8% |
| Participant deferral / active EE | $3,740 | $4,195-10.8% | $3,547+5.4% | $5,439-31.2% |
| Admin fee / account holder | $5 | $8,948-99.9% | $5,417-99.9% | $10,885-100.0% |