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 4-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 | $94,304 | $189,613-50.3% | $167,512-43.7% | $142,382-33.8% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 14.45% | 2024.68%-2010.2pp | 1615.79%-1601.3pp | 217.08%-202.6pp |
| Employer contribution / active EE | $224 | $4,349-94.8% | $3,882-94.2% | $4,299-94.8% |
| Participant deferral / active EE | $2,211 | $6,981-68.3% | $6,405-65.5% | $6,507-66.0% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |