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 | $210,486 | $157,256+33.8% | $141,162+49.1% | $152,861+37.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.29% | 64.32%-37.0pp | 71.39%-44.1pp | 345.32%-318.0pp |
| Employer contribution / active EE | $551 | $5,261-89.5% | $4,735-88.4% | $4,762-88.4% |
| Participant deferral / active EE | $5,654 | $7,109-20.5% | $6,709-15.7% | $5,850-3.4% |
| Admin fee / account holder | $200 | $12,120-98.3% | $10,261-98.1% | $11,596-98.3% |