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 | $19,870 | $133,958-85.2% | $112,228-82.3% | $134,475-85.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.70% | 47.11%-62.8pp | 27.45%-43.2pp | 417.96%-433.7pp |
| Employer contribution / active EE | $4 | $4,038-99.9% | $3,635-99.9% | $4,740-99.9% |
| Participant deferral / active EE | $1,906 | $5,291-64.0% | $4,728-59.7% | $6,400-70.2% |
| Admin fee / account holder | $188 | $7,489-97.5% | $6,410-97.1% | $11,426-98.4% |