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 | $71,322 | $72,404-1.5% | $110,238-35.3% | $64,186+11.1% |
| Participation rate | 74.3% | 73.3%+0.9pp | 79.8%-5.5pp | 69.6%+4.7pp |
| Annual return | -7.23% | -6.29%-0.9pp | 314.74%-322.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $469 | $2,282-79.4% | $3,826-87.7% | $2,381-80.3% |
| Participant deferral / active EE | $2,236 | $3,469-35.6% | $4,672-52.1% | $3,470-35.6% |
| Admin fee / account holder | $127 | $5,664-97.8% | $8,547-98.5% | $4,888-97.4% |