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 | $20,723 | $138,044-85.0% | $125,339-83.5% | $134,475-84.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -20.39% | 750.33%-770.7pp | 572.05%-592.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $914 | $5,243-82.6% | $4,814-81.0% | $4,740-80.7% |
| Participant deferral / active EE | $3,054 | $7,799-60.8% | $7,446-59.0% | $6,400-52.3% |
| Admin fee / account holder | $187 | $11,571-98.4% | $10,010-98.1% | $11,426-98.4% |