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.
Participant 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 | $52,074 | $102,317-49.1% | $146,958-64.6% | $80,856-35.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.73% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,433 | $3,713-34.5% | $4,933-50.7% | $2,755-11.7% |
| Participant deferral / active EE | $1,741 | $6,644-73.8% | $8,070-78.4% | $4,296-59.5% |
| Admin fee / account holder | $18 | $7,941-99.8% | $12,998-99.9% | $6,918-99.7% |