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 8-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 | $2,459 | $27,641-91.1% | $61,373-96.0% | $68,494-96.4% |
| Participation rate | 98.0% | 39.5%+58.5pp | 52.6%+45.5pp | 67.9%+30.2pp |
| Annual return | -9.59% | -13.24%+3.6pp | 338.61%-348.2pp | -7.84%-1.7pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,645 | $1,263+30.2% | $2,125-22.6% | $4,027-59.2% |
| Admin fee / account holder | $146 | $2,010-92.7% | $2,130-93.1% | $5,403-97.3% |