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 | $37,822 | $176,662-78.6% | $130,648-71.1% | $152,861-75.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 21.86% | 2692.24%-2670.4pp | 1708.96%-1687.1pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,727 | $5,742-69.9% | $4,092-57.8% | $4,762-63.7% |
| Participant deferral / active EE | $0 | $4,361-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $41 | $7,133-99.4% | $5,464-99.3% | $11,596-99.6% |