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 | $63,928 | $155,788-59.0% | $124,672-48.7% | $167,490-61.8% |
| Participation rate | 76.5% | 81.1%-4.6pp | 74.6%+1.9pp | 82.1%-5.6pp |
| Annual return | 2774.43% | 17.97%+2756.5pp | 5142.93%-2368.5pp | 478.56%+2295.9pp |
| Employer contribution / active EE | $608 | $4,163-85.4% | $3,324-81.7% | $4,837-87.4% |
| Participant deferral / active EE | $1,995 | $5,673-64.8% | $4,614-56.8% | $6,341-68.5% |
| Admin fee / account holder | $210 | $9,531-97.8% | $7,493-97.2% | $12,309-98.3% |