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 4-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 | $2,861 | $70,606-95.9% | $53,898-94.7% | $142,382-98.0% |
| Participation rate | 78.9% | 63.7%+15.2pp | 55.0%+24.0pp | 80.1%-1.2pp |
| Annual return | 23.46% | 619.81%-596.3pp | 528.60%-505.1pp | 217.08%-193.6pp |
| Employer contribution / active EE | $116 | $1,202-90.3% | $932-87.5% | $4,299-97.3% |
| Participant deferral / active EE | $144 | $2,364-93.9% | $1,826-92.1% | $6,507-97.8% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |