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 | $19,628 | $167,307-88.3% | $143,757-86.3% | $134,475-85.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.07% | 0.46%-16.5pp | -0.04%-16.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $798 | $5,619-85.8% | $4,951-83.9% | $4,740-83.2% |
| Participant deferral / active EE | $7,797 | $6,446+21.0% | $5,637+38.3% | $6,400+21.8% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |