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 3-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 | $24,235 | $183,519-86.8% | $155,509-84.4% | $145,922-83.4% |
| Participation rate | 95.2% | 82.7%+12.6pp | 78.2%+17.1pp | 80.3%+15.0pp |
| Annual return | 354.10% | 61.17%+292.9pp | 64.67%+289.4pp | 561.29%-207.2pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $12,050 | $6,462+86.5% | $5,626+114.2% | $6,688+80.2% |
| Admin fee / account holder | $58 | $19,313-99.7% | $15,912-99.6% | $13,397-99.6% |