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 | $178,281 | $183,963-3.1% | $162,163+9.9% | $152,861+16.6% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 24.17% | 150.76%-126.6pp | 115.59%-91.4pp | 345.32%-321.1pp |
| Employer contribution / active EE | $960 | $6,371-84.9% | $5,614-82.9% | $4,762-79.8% |
| Participant deferral / active EE | $6,633 | $8,034-17.4% | $7,298-9.1% | $5,850+13.4% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |