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 | $66,619 | $138,044-51.7% | $125,339-46.8% | $134,475-50.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 4.07% | 750.33%-746.3pp | 572.05%-568.0pp | 417.96%-413.9pp |
| Employer contribution / active EE | $599 | $5,243-88.6% | $4,814-87.6% | $4,740-87.4% |
| Participant deferral / active EE | $3,621 | $7,799-53.6% | $7,446-51.4% | $6,400-43.4% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |