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 | $56,554 | $171,865-67.1% | $149,718-62.2% | $147,584-61.7% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 21.45% | 2113.22%-2091.8pp | 1501.63%-1480.2pp | 578.55%-557.1pp |
| Employer contribution / active EE | $804 | $6,275-87.2% | $5,445-85.2% | $4,876-83.5% |
| Participant deferral / active EE | $5,574 | $7,271-23.3% | $6,569-15.1% | $5,439+2.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |