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 5-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 | $11,301 | $96,635-88.3% | $86,612-87.0% | $139,434-91.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 25.31% | 106.41%-81.1pp | 591.07%-565.8pp | 372.94%-347.6pp |
| Employer contribution / active EE | $903 | $3,263-72.3% | $3,022-70.1% | $4,751-81.0% |
| Participant deferral / active EE | $395 | $4,836-91.8% | $4,438-91.1% | $6,710-94.1% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |