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 9-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 | $210,412 | $168,632+24.8% | $147,614+42.5% | $125,391+67.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 3.79% | 77.65%-73.9pp | 61.98%-58.2pp | 282.22%-278.4pp |
| Employer contribution / active EE | $1,875 | $6,252-70.0% | $5,564-66.3% | $4,866-61.5% |
| Participant deferral / active EE | $1,500 | $5,507-72.8% | $4,895-69.4% | $5,352-72.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |