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.
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 | $12,907 | $77,419-83.3% | $69,455-81.4% | $152,861-91.6% |
| Participation rate | 95.7% | 78.1%+17.5pp | 74.6%+21.0pp | 82.4%+13.2pp |
| Annual return | 37530.83% | 39.06%+37491.8pp | 28.97%+37501.9pp | 345.32%+37185.5pp |
| Employer contribution / active EE | $12 | $3,315-99.6% | $2,779-99.6% | $4,762-99.7% |
| Participant deferral / active EE | $6,231 | $4,414+41.2% | $3,535+76.2% | $5,850+6.5% |
| Admin fee / account holder | $92 | $6,207-98.5% | $3,839-97.6% | $11,596-99.2% |