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 | $48,604 | $107,934-55.0% | $91,989-47.2% | $152,861-68.2% |
| Participation rate | 88.9% | 81.2%+7.7pp | 78.6%+10.3pp | 82.4%+6.4pp |
| Annual return | 180.93% | 89.24%+91.7pp | 69.02%+111.9pp | 345.32%-164.4pp |
| Employer contribution / active EE | $48 | $4,210-98.9% | $3,452-98.6% | $4,762-99.0% |
| Participant deferral / active EE | $6,351 | $6,364-0.2% | $5,923+7.2% | $5,850+8.6% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |