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 | $154,937 | $171,865-9.8% | $149,718+3.5% | $147,584+5.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.98% | 2113.22%-2096.2pp | 1501.63%-1484.7pp | 578.55%-561.6pp |
| Employer contribution / active EE | $10,000 | $6,275+59.4% | $5,445+83.7% | $4,876+105.1% |
| Participant deferral / active EE | $931 | $7,271-87.2% | $6,569-85.8% | $5,439-82.9% |
| Admin fee / account holder | $253 | $13,799-98.2% | $11,283-97.8% | $10,885-97.7% |