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 6-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 | $25,019 | $138,044-81.9% | $125,339-80.0% | $134,475-81.4% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | 729.00% | 750.33%-21.3pp | 572.05%+156.9pp | 417.96%+311.0pp |
| Employer contribution / active EE | $489 | $5,243-90.7% | $4,814-89.8% | $4,740-89.7% |
| Participant deferral / active EE | $5,301 | $7,799-32.0% | $7,446-28.8% | $6,400-17.2% |
| Admin fee / account holder | $34 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |