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.
Employer 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 | $24,135 | $150,440-84.0% | $136,294-82.3% | $147,584-83.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.49% | 1049.08%-1029.6pp | 5155.94%-5136.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $45 | $5,256-99.1% | $4,695-99.0% | $4,876-99.1% |
| Participant deferral / active EE | $12,655 | $6,630+90.9% | $6,247+102.6% | $5,439+132.7% |
| Admin fee / account holder | $138 | $10,905-98.7% | $9,243-98.5% | $10,885-98.7% |