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 | $64,821 | $197,591-67.2% | $177,821-63.5% | $158,922-59.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 151.33% | 58.76%+92.6pp | 48.32%+103.0pp | 302.83%-151.5pp |
| Employer contribution / active EE | $1,432 | $6,697-78.6% | $5,918-75.8% | $4,761-69.9% |
| Participant deferral / active EE | $4,786 | $8,405-43.1% | $7,714-38.0% | $5,982-20.0% |
| Admin fee / account holder | $12 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |