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 | $42,797 | $150,187-71.5% | $120,354-64.4% | $145,922-70.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.92% | 154.07%-140.1pp | 107.15%-93.2pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,436 | $4,348-67.0% | $3,463-58.5% | $4,660-69.2% |
| Participant deferral / active EE | $1,023 | $6,173-83.4% | $4,991-79.5% | $6,688-84.7% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |