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 7-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 | $24,641 | $167,484-85.3% | $151,611-83.7% | $134,475-81.7% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.5%-17.5pp | 81.2%-11.2pp |
| Annual return | -15.37% | 7.80%-23.2pp | 3.33%-18.7pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,463 | $6,829-78.6% | $6,166-76.3% | $4,740-69.1% |
| Participant deferral / active EE | $4,100 | $8,986-54.4% | $8,363-51.0% | $6,400-35.9% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |