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 | $130,634 | $144,119-9.4% | $117,854+10.8% | $147,584-11.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.01% | 531.15%-515.1pp | 335.08%-319.1pp | 578.55%-562.5pp |
| Employer contribution / active EE | $6,991 | $4,896+42.8% | $3,786+84.7% | $4,876+43.4% |
| Participant deferral / active EE | $903 | $5,316-83.0% | $4,482-79.8% | $5,439-83.4% |
| Admin fee / account holder | $258 | $10,886-97.6% | $8,020-96.8% | $10,885-97.6% |