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 | $126,578 | $209,832-39.7% | $189,513-33.2% | $167,490-24.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.31% | 748.27%-736.0pp | 555.15%-542.8pp | 478.56%-466.3pp |
| Employer contribution / active EE | $1,143 | $6,914-83.5% | $6,162-81.4% | $4,837-76.4% |
| Participant deferral / active EE | $15,020 | $8,935+68.1% | $8,221+82.7% | $6,341+136.9% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |