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 | $51,446 | $107,334-52.1% | $92,893-44.6% | $152,861-66.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 29.89% | 145.58%-115.7pp | 109.41%-79.5pp | 345.32%-315.4pp |
| Employer contribution / active EE | $151 | $4,221-96.4% | $3,653-95.9% | $4,762-96.8% |
| Participant deferral / active EE | $9,138 | $4,845+88.6% | $4,236+115.7% | $5,850+56.2% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |