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 | $119,910 | $105,860+13.3% | $90,749+32.1% | $134,475-10.8% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | -18.09% | -11.01%-7.1pp | -12.16%-5.9pp | 417.96%-436.1pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,231 | $5,216-57.2% | $4,564-51.1% | $6,400-65.1% |
| Admin fee / account holder | $46 | $13,938-99.7% | $8,445-99.5% | $11,426-99.6% |