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 7-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 | $60,167 | $202,318-70.3% | $172,739-65.2% | $152,861-60.6% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.4%+10.9pp |
| Annual return | 1353.48% | 1029.65%+323.8pp | 802.84%+550.6pp | 345.32%+1008.2pp |
| Employer contribution / active EE | $11,176 | $5,856+90.8% | $5,143+117.3% | $4,762+134.7% |
| Participant deferral / active EE | $1,309 | $5,948-78.0% | $5,198-74.8% | $5,850-77.6% |
| Admin fee / account holder | $160 | $17,109-99.1% | $13,954-98.9% | $11,596-98.6% |