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 | $206,205 | $185,200+11.3% | $142,863+44.3% | $167,490+23.1% |
| Participation rate | 88.9% | 78.4%+10.4pp | 71.9%+17.0pp | 82.1%+6.8pp |
| Annual return | 17.52% | 8555.70%-8538.2pp | 5637.54%-5620.0pp | 478.56%-461.0pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,590 | $4,494+24.4% | $3,837+45.7% | $6,341-11.8% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |