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 9-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 | $46,975 | $100,852-53.4% | $90,404-48.0% | $158,922-70.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 31.70% | 1724.20%-1692.5pp | 1293.02%-1261.3pp | 302.83%-271.1pp |
| Employer contribution / active EE | $722 | $3,689-80.4% | $3,262-77.9% | $4,761-84.8% |
| Participant deferral / active EE | $203 | $4,348-95.3% | $3,963-94.9% | $5,982-96.6% |
| Admin fee / account holder | $12 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |