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 | $133,909 | $197,591-32.2% | $177,821-24.7% | $158,922-15.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 41.33% | 58.76%-17.4pp | 48.32%-7.0pp | 302.83%-261.5pp |
| Employer contribution / active EE | $1,302 | $6,697-80.6% | $5,918-78.0% | $4,761-72.6% |
| Participant deferral / active EE | $3,731 | $8,405-55.6% | $7,714-51.6% | $5,982-37.6% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |