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 | $50,853 | $129,942-60.9% | $104,294-51.2% | $134,475-62.2% |
| Participation rate | 91.7% | 79.5%+12.1pp | 73.3%+18.4pp | 81.2%+10.4pp |
| Annual return | -14.47% | 42.03%-56.5pp | 24.61%-39.1pp | 417.96%-432.4pp |
| Employer contribution / active EE | $490 | $4,184-88.3% | $3,372-85.5% | $4,740-89.7% |
| Participant deferral / active EE | $3,054 | $5,588-45.3% | $4,625-34.0% | $6,400-52.3% |
| Admin fee / account holder | $20 | $9,323-99.8% | $7,339-99.7% | $11,426-99.8% |