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 | $194,123 | $107,934+79.9% | $91,989+111.0% | $152,861+27.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 16.80% | 89.24%-72.4pp | 69.02%-52.2pp | 345.32%-328.5pp |
| Employer contribution / active EE | $800 | $4,210-81.0% | $3,452-76.8% | $4,762-83.2% |
| Participant deferral / active EE | $1,600 | $6,364-74.9% | $5,923-73.0% | $5,850-72.6% |
| Admin fee / account holder | $12 | $10,520-99.9% | $7,743-99.8% | $11,596-99.9% |