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 | $200,485 | $183,963+9.0% | $162,163+23.6% | $152,861+31.2% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.4%+6.4pp |
| Annual return | 26.91% | 150.76%-123.8pp | 115.59%-88.7pp | 345.32%-318.4pp |
| Employer contribution / active EE | $848 | $6,371-86.7% | $5,614-84.9% | $4,762-82.2% |
| Participant deferral / active EE | $6,499 | $8,034-19.1% | $7,298-10.9% | $5,850+11.1% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |