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 9-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 | $210,619 | $92,703+127.2% | $82,719+154.6% | $134,475+56.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -4.74% | 944.92%-949.7pp | 701.18%-705.9pp | 417.96%-422.7pp |
| Employer contribution / active EE | $357 | $3,274-89.1% | $3,009-88.1% | $4,740-92.5% |
| Participant deferral / active EE | $934 | $4,802-80.5% | $4,395-78.7% | $6,400-85.4% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |