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 | $140,557 | $160,055-12.2% | $140,016+0.4% | $135,375+3.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 10.16% | 911.38%-901.2pp | 651.12%-641.0pp | 519.73%-509.6pp |
| Employer contribution / active EE | $1,255 | $6,420-80.5% | $5,606-77.6% | $4,779-73.7% |
| Participant deferral / active EE | $4,553 | $7,642-40.4% | $6,927-34.3% | $5,609-18.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |