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 | $55,855 | $135,635-58.8% | $110,238-49.3% | $135,375-58.7% |
| Participation rate | 85.0% | 83.5%+1.5pp | 79.8%+5.2pp | 82.6%+2.4pp |
| Annual return | -6.72% | 513.19%-519.9pp | 314.74%-321.5pp | 519.73%-526.5pp |
| Employer contribution / active EE | $517 | $4,906-89.5% | $3,826-86.5% | $4,779-89.2% |
| Participant deferral / active EE | $2,067 | $5,506-62.5% | $4,672-55.8% | $5,609-63.1% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |