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 | $167,333 | $102,317+63.5% | $146,958+13.9% | $80,856+107.0% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.2%+15.3pp | 67.6%+29.9pp |
| Annual return | 365.32% | 134.76%+230.6pp | 418.34%-53.0pp | 35.59%+329.7pp |
| Employer contribution / active EE | $1,802 | $3,713-51.5% | $4,933-63.5% | $2,755-34.6% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $35 | $7,941-99.6% | $12,998-99.7% | $6,918-99.5% |