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.
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 | $39,568 | $102,966-61.6% | $90,281-56.2% | $152,861-74.1% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 20.11% | 95.16%-75.1pp | 78.10%-58.0pp | 345.32%-325.2pp |
| Employer contribution / active EE | $493 | $3,139-84.3% | $2,854-82.7% | $4,762-89.6% |
| Participant deferral / active EE | $493 | $4,281-88.5% | $3,885-87.3% | $5,850-91.6% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |