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 | $18,572 | $97,044-80.9% | $83,333-77.7% | $135,375-86.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.82% | 12.31%-20.1pp | 10.63%-18.5pp | 519.73%-527.6pp |
| Employer contribution / active EE | $201 | $4,143-95.1% | $3,379-94.0% | $4,779-95.8% |
| Participant deferral / active EE | $2,196 | $5,964-63.2% | $5,565-60.5% | $5,609-60.8% |
| Admin fee / account holder | $194 | $8,380-97.7% | $7,510-97.4% | $10,827-98.2% |