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 7-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 | $210,514 | $226,064-6.9% | $182,532+15.3% | $152,861+37.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 21.45% | 192.51%-171.1pp | 148.54%-127.1pp | 345.32%-323.9pp |
| Employer contribution / active EE | $483 | $4,978-90.3% | $4,076-88.1% | $4,762-89.9% |
| Participant deferral / active EE | $6,226 | $6,368-2.2% | $5,524+12.7% | $5,850+6.4% |
| Admin fee / account holder | $180 | $10,703-98.3% | $8,592-97.9% | $11,596-98.4% |