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 | $17,939 | $76,000-76.4% | $154,107-88.4% | $64,186-72.1% |
| Participation rate | 75.8% | 70.4%+5.3pp | 83.0%-7.3pp | 69.6%+6.2pp |
| Annual return | -1.42% | 30.32%-31.7pp | 735.12%-736.5pp | 7.63%-9.1pp |
| Employer contribution / active EE | $200 | $3,351-94.0% | $5,298-96.2% | $2,381-91.6% |
| Participant deferral / active EE | $1,669 | $3,175-47.4% | $5,081-67.1% | $3,470-51.9% |
| Admin fee / account holder | $185 | $5,596-96.7% | $13,411-98.6% | $4,888-96.2% |