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 | $31,630 | $78,694-59.8% | $67,652-53.2% | $125,391-74.8% |
| Participation rate | 81.3% | 78.8%+2.4pp | 75.7%+5.6pp | 83.2%-1.9pp |
| Annual return | 0.51% | 9.46%-8.9pp | 6625.04%-6624.5pp | 282.22%-281.7pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,074 | $4,292-51.7% | $3,560-41.7% | $5,352-61.2% |
| Admin fee / account holder | $2 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |