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 6-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 | $45,323 | $65,395-30.7% | $182,532-75.2% | $72,985-37.9% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 401.49% | 27.68%+373.8pp | 148.54%+253.0pp | 81.00%+320.5pp |
| Employer contribution / active EE | $450 | $1,911-76.5% | $4,076-89.0% | $2,440-81.6% |
| Participant deferral / active EE | $332 | $3,563-90.7% | $5,524-94.0% | $3,607-90.8% |
| Admin fee / account holder | $44 | $4,245-99.0% | $8,592-99.5% | $5,124-99.1% |