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.
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 | $30,190 | $159,901-81.1% | $146,958-79.5% | $145,922-79.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.18% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $8,051 | $5,286+52.3% | $4,933+63.2% | $4,660+72.8% |
| Participant deferral / active EE | $1,759 | $8,428-79.1% | $8,070-78.2% | $6,688-73.7% |
| Admin fee / account holder | $62 | $15,044-99.6% | $12,998-99.5% | $13,397-99.5% |