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 | $45,537 | $209,832-78.3% | $189,513-76.0% | $167,490-72.8% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 24.84% | 748.27%-723.4pp | 555.15%-530.3pp | 478.56%-453.7pp |
| Employer contribution / active EE | $1,316 | $6,914-81.0% | $6,162-78.6% | $4,837-72.8% |
| Participant deferral / active EE | $5,133 | $8,935-42.5% | $8,221-37.6% | $6,341-19.0% |
| Admin fee / account holder | $213 | $14,293-98.5% | $12,045-98.2% | $12,309-98.3% |