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 | $18,384 | $105,998-82.7% | $92,233-80.1% | $147,584-87.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.51% | 50.05%-31.5pp | 176.28%-157.8pp | 578.55%-560.0pp |
| Employer contribution / active EE | $6,819 | $4,333+57.4% | $3,679+85.3% | $4,876+39.8% |
| Participant deferral / active EE | $91 | $4,478-98.0% | $3,897-97.7% | $5,439-98.3% |
| Admin fee / account holder | $231 | $6,332-96.3% | $5,194-95.5% | $10,885-97.9% |