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 9-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 | $172,757 | $112,096+54.1% | $95,952+80.0% | $158,922+8.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.17% | 171.09%-159.9pp | 91.61%-80.4pp | 302.83%-291.7pp |
| Employer contribution / active EE | $464 | $3,198-85.5% | $2,541-81.8% | $4,761-90.3% |
| Participant deferral / active EE | $7,639 | $4,784+59.7% | $4,167+83.3% | $5,982+27.7% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |