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 5-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 | $141,890 | $124,185+14.3% | $108,410+30.9% | $167,490-15.3% |
| Participation rate | 90.9% | 82.3%+8.6pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 0.00% | 1379.64%-1379.6pp | 905.27%-905.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $491 | $4,187-88.3% | $3,558-86.2% | $4,837-89.8% |
| Participant deferral / active EE | $1,626 | $6,908-76.5% | $6,563-75.2% | $6,341-74.4% |
| Admin fee / account holder | $60 | $9,455-99.4% | $7,295-99.2% | $12,309-99.5% |