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 | $146,884 | $127,777+15.0% | $106,548+37.9% | $167,490-12.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.55% | 33.87%-18.3pp | 26.80%-11.3pp | 478.56%-463.0pp |
| Employer contribution / active EE | $47 | $3,427-98.6% | $2,819-98.3% | $4,837-99.0% |
| Participant deferral / active EE | $9,442 | $5,087+85.6% | $4,398+114.7% | $6,341+48.9% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |