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 | $48,218 | $99,020-51.3% | $86,590-44.3% | $147,584-67.3% |
| Participation rate | 77.8% | 76.3%+1.4pp | 73.5%+4.2pp | 82.8%-5.1pp |
| Annual return | 29.44% | 1312.34%-1282.9pp | 964.84%-935.4pp | 578.55%-549.1pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $982 | $3,972-75.3% | $3,609-72.8% | $5,439-81.9% |
| Admin fee / account holder | $297 | $5,710-94.8% | $4,906-93.9% | $10,885-97.3% |