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 | $185,860 | $198,466-6.4% | $170,442+9.0% | $147,584+25.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.03% | 257.29%-235.3pp | 205.93%-183.9pp | 578.55%-556.5pp |
| Employer contribution / active EE | $1,013 | $6,184-83.6% | $5,433-81.3% | $4,876-79.2% |
| Participant deferral / active EE | $7,080 | $5,629+25.8% | $4,939+43.3% | $5,439+30.2% |
| Admin fee / account holder | $19 | $16,852-99.9% | $13,880-99.9% | $10,885-99.8% |