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 | $162,679 | $112,096+45.1% | $95,952+69.5% | $158,922+2.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.68% | 171.09%-161.4pp | 91.61%-81.9pp | 302.83%-293.1pp |
| Employer contribution / active EE | $2,241 | $3,198-29.9% | $2,541-11.8% | $4,761-52.9% |
| Participant deferral / active EE | $1,490 | $4,784-68.9% | $4,167-64.2% | $5,982-75.1% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |