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 | $39,987 | $202,318-80.2% | $172,739-76.9% | $152,861-73.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.69% | 1029.65%-1010.0pp | 802.84%-783.2pp | 345.32%-325.6pp |
| Employer contribution / active EE | $3,640 | $5,856-37.8% | $5,143-29.2% | $4,762-23.6% |
| Participant deferral / active EE | $2,037 | $5,948-65.8% | $5,198-60.8% | $5,850-65.2% |
| Admin fee / account holder | $120 | $17,109-99.3% | $13,954-99.1% | $11,596-99.0% |