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 6-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 | $50,722 | $59,107-14.2% | $86,436-41.3% | $68,494-25.9% |
| Participation rate | 84.0% | 75.2%+8.8pp | 80.3%+3.7pp | 67.9%+16.1pp |
| Annual return | -14.28% | -0.23%-14.0pp | 4394.89%-4409.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,587 | $5,901-5.3% | $6,952-19.6% | $4,027+38.7% |
| Admin fee / account holder | $95 | $5,637-98.3% | $6,731-98.6% | $5,403-98.2% |