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 9-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 | $18,109 | $88,751-79.6% | $81,812-77.9% | $145,922-87.6% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 13.55% | 1025.40%-1011.8pp | 773.79%-760.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $220 | $3,083-92.9% | $2,912-92.5% | $4,660-95.3% |
| Participant deferral / active EE | $1,865 | $4,643-59.8% | $4,319-56.8% | $6,688-72.1% |
| Admin fee / account holder | $126 | $8,415-98.5% | $7,386-98.3% | $13,397-99.1% |