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 | $221,498 | $78,422+182.4% | $95,952+130.8% | $79,858+177.4% |
| Participation rate | 82.4% | 73.5%+8.9pp | 77.1%+5.3pp | 69.6%+12.7pp |
| Annual return | 42.16% | 19.37%+22.8pp | 91.61%-49.4pp | 31.71%+10.5pp |
| Employer contribution / active EE | $382 | $1,945-80.4% | $2,541-85.0% | $2,471-84.5% |
| Participant deferral / active EE | $5,945 | $3,440+72.8% | $4,167+42.7% | $3,740+58.9% |
| Admin fee / account holder | $10 | $5,622-99.8% | $6,795-99.9% | $5,306-99.8% |