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 | $78,814 | $108,919-27.6% | $100,391-21.5% | $145,922-46.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 27.28% | 57.88%-30.6pp | 49.20%-21.9pp | 561.29%-534.0pp |
| Employer contribution / active EE | $618 | $4,419-86.0% | $3,942-84.3% | $4,660-86.7% |
| Participant deferral / active EE | $1,030 | $8,445-87.8% | $8,082-87.3% | $6,688-84.6% |
| Admin fee / account holder | $30 | $9,689-99.7% | $7,899-99.6% | $13,397-99.8% |