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 8-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 | $20,108 | $138,044-85.4% | $125,339-84.0% | $134,475-85.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.89% | 750.33%-762.2pp | 572.05%-583.9pp | 417.96%-429.9pp |
| Employer contribution / active EE | $7,142 | $5,243+36.2% | $4,814+48.4% | $4,740+50.7% |
| Participant deferral / active EE | $2,296 | $7,799-70.6% | $7,446-69.2% | $6,400-64.1% |
| Admin fee / account holder | $173 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |