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 | $44,753 | $135,635-67.0% | $110,238-59.4% | $135,375-66.9% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.8%-8.4pp | 82.6%-11.2pp |
| Annual return | -4.99% | 513.19%-518.2pp | 314.74%-319.7pp | 519.73%-524.7pp |
| Employer contribution / active EE | $871 | $4,906-82.3% | $3,826-77.2% | $4,779-81.8% |
| Participant deferral / active EE | $2,718 | $5,506-50.6% | $4,672-41.8% | $5,609-51.5% |
| Admin fee / account holder | $17 | $11,457-99.9% | $8,547-99.8% | $10,827-99.8% |