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 | $151,682 | $210,648-28.0% | $177,989-14.8% | $145,922+3.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.21% | 385.86%-369.6pp | 294.48%-278.3pp | 561.29%-545.1pp |
| Employer contribution / active EE | $233 | $4,565-94.9% | $3,949-94.1% | $4,660-95.0% |
| Participant deferral / active EE | $15,100 | $6,958+117.0% | $6,276+140.6% | $6,688+125.8% |
| Admin fee / account holder | $222 | $12,013-98.2% | $10,363-97.9% | $13,397-98.3% |