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 | $71,170 | $183,963-61.3% | $162,163-56.1% | $152,861-53.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.43% | 150.76%-127.3pp | 115.59%-92.2pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,262 | $6,371-80.2% | $5,614-77.5% | $4,762-73.5% |
| Participant deferral / active EE | $9,196 | $8,034+14.5% | $7,298+26.0% | $5,850+57.2% |
| Admin fee / account holder | $20 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |