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 | $81,713 | $189,613-56.9% | $167,512-51.2% | $142,382-42.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 22.49% | 2024.68%-2002.2pp | 1615.79%-1593.3pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,674 | $4,349-61.5% | $3,882-56.9% | $4,299-61.1% |
| Participant deferral / active EE | $611 | $6,981-91.3% | $6,405-90.5% | $6,507-90.6% |
| Admin fee / account holder | $78 | $10,528-99.3% | $9,769-99.2% | $12,624-99.4% |