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 | $25,991 | $88,751-70.7% | $81,812-68.2% | $145,922-82.2% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 19.73% | 1025.40%-1005.7pp | 773.79%-754.1pp | 561.29%-541.6pp |
| Employer contribution / active EE | $82 | $3,083-97.3% | $2,912-97.2% | $4,660-98.2% |
| Participant deferral / active EE | $2,737 | $4,643-41.1% | $4,319-36.6% | $6,688-59.1% |
| Admin fee / account holder | $139 | $8,415-98.4% | $7,386-98.1% | $13,397-99.0% |