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 | $224,801 | $171,865+30.8% | $149,718+50.1% | $147,584+52.3% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 21.61% | 2113.22%-2091.6pp | 1501.63%-1480.0pp | 578.55%-556.9pp |
| Employer contribution / active EE | $5,500 | $6,275-12.4% | $5,445+1.0% | $4,876+12.8% |
| Participant deferral / active EE | $338 | $7,271-95.4% | $6,569-94.9% | $5,439-93.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |