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 | $115,413 | $160,055-27.9% | $140,016-17.6% | $135,375-14.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 13.62% | 911.38%-897.8pp | 651.12%-637.5pp | 519.73%-506.1pp |
| Employer contribution / active EE | $3,786 | $6,420-41.0% | $5,606-32.5% | $4,779-20.8% |
| Participant deferral / active EE | $860 | $7,642-88.7% | $6,927-87.6% | $5,609-84.7% |
| Admin fee / account holder | $69 | $13,328-99.5% | $10,705-99.4% | $10,827-99.4% |