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 | $27,924 | $102,616-72.8% | $81,983-65.9% | $158,922-82.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 15.36% | 61.04%-45.7pp | 41.31%-25.9pp | 302.83%-287.5pp |
| Employer contribution / active EE | $310 | $3,240-90.4% | $2,498-87.6% | $4,761-93.5% |
| Participant deferral / active EE | $2,670 | $4,648-42.5% | $3,722-28.3% | $5,982-55.4% |
| Admin fee / account holder | $111 | $8,235-98.7% | $5,664-98.0% | $11,246-99.0% |