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 | $227,268 | $74,888+203.5% | $71,209+219.2% | $142,382+59.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 72.59% | 345.14%-272.6pp | 282.51%-209.9pp | 217.08%-144.5pp |
| Employer contribution / active EE | $411 | $2,854-85.6% | $2,721-84.9% | $4,299-90.4% |
| Participant deferral / active EE | $485 | $4,454-89.1% | $4,175-88.4% | $6,507-92.5% |
| Admin fee / account holder | $20 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |