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 | $74,612 | $183,963-59.4% | $162,163-54.0% | $152,861-51.2% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.4%+8.5pp |
| Annual return | 24.71% | 150.76%-126.1pp | 115.59%-90.9pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,225 | $6,371-80.8% | $5,614-78.2% | $4,762-74.3% |
| Participant deferral / active EE | $6,487 | $8,034-19.3% | $7,298-11.1% | $5,850+10.9% |
| Admin fee / account holder | $4 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |