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 | $24,265 | $100,754-75.9% | $86,677-72.0% | $134,475-82.0% |
| Participation rate | 70.0% | 78.9%-8.9pp | 76.6%-6.6pp | 81.2%-11.2pp |
| Annual return | -18.74% | 29.04%-47.8pp | 35.91%-54.6pp | 417.96%-436.7pp |
| Employer contribution / active EE | $555 | $3,489-84.1% | $2,836-80.5% | $4,740-88.3% |
| Participant deferral / active EE | $3,975 | $5,338-25.5% | $4,656-14.6% | $6,400-37.9% |
| Admin fee / account holder | $173 | $10,926-98.4% | $7,493-97.7% | $11,426-98.5% |