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 6-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 | $10,292 | $70,606-85.4% | $53,898-80.9% | $142,382-92.8% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 20.19% | 619.81%-599.6pp | 528.60%-508.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $114 | $1,202-90.5% | $932-87.8% | $4,299-97.3% |
| Participant deferral / active EE | $181 | $2,364-92.4% | $1,826-90.1% | $6,507-97.2% |
| Admin fee / account holder | $41 | $2,852-98.6% | $2,491-98.3% | $12,624-99.7% |