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 | $164,260 | $209,411-21.6% | $178,490-8.0% | $158,922+3.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.54% | 188.75%-169.2pp | 151.07%-131.5pp | 302.83%-283.3pp |
| Employer contribution / active EE | $22,279 | $5,706+290.4% | $5,011+344.6% | $4,761+367.9% |
| Participant deferral / active EE | $284 | $5,954-95.2% | $5,202-94.5% | $5,982-95.3% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |