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.
Employer 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 | $28,597 | $96,635-70.4% | $86,612-67.0% | $139,434-79.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.72% | 106.41%-89.7pp | 591.07%-574.4pp | 372.94%-356.2pp |
| Employer contribution / active EE | $327 | $3,263-90.0% | $3,022-89.2% | $4,751-93.1% |
| Participant deferral / active EE | $0 | $4,836-100.0% | $4,438-100.0% | $6,710-100.0% |
| Admin fee / account holder | $122 | $6,408-98.1% | $5,614-97.8% | $11,403-98.9% |