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 | $29,880 | $180,449-83.4% | $154,107-80.6% | $135,375-77.9% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | -2.42% | 888.09%-890.5pp | 735.12%-737.5pp | 519.73%-522.2pp |
| Employer contribution / active EE | $1,089 | $6,035-82.0% | $5,298-79.4% | $4,779-77.2% |
| Participant deferral / active EE | $7,361 | $5,806+26.8% | $5,081+44.9% | $5,609+31.2% |
| Admin fee / account holder | $192 | $16,143-98.8% | $13,411-98.6% | $10,827-98.2% |