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 8-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 | $160,729 | $183,963-12.6% | $162,163-0.9% | $152,861+5.1% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 226.58% | 150.76%+75.8pp | 115.59%+111.0pp | 345.32%-118.7pp |
| Employer contribution / active EE | $1,156 | $6,371-81.8% | $5,614-79.4% | $4,762-75.7% |
| Participant deferral / active EE | $11,737 | $8,034+46.1% | $7,298+60.8% | $5,850+100.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |