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 | $186,282 | $183,963+1.3% | $162,163+14.9% | $152,861+21.9% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 23.23% | 150.76%-127.5pp | 115.59%-92.4pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,004 | $6,371-84.2% | $5,614-82.1% | $4,762-78.9% |
| Participant deferral / active EE | $2,882 | $8,034-64.1% | $7,298-60.5% | $5,850-50.7% |
| Admin fee / account holder | $111 | $13,121-99.2% | $10,843-99.0% | $11,596-99.0% |