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 | $46,087 | $109,327-57.8% | $89,391-48.4% | $158,922-71.0% |
| Participation rate | 94.4% | 74.3%+20.2pp | 68.0%+26.5pp | 82.0%+12.5pp |
| Annual return | 20.15% | 345.68%-325.5pp | 245.62%-225.5pp | 302.83%-282.7pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,548 | $4,598+64.1% | $3,890+94.0% | $5,982+26.2% |
| Admin fee / account holder | $46 | $6,153-99.2% | $4,881-99.1% | $11,246-99.6% |