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 | $39,302 | $52,681-25.4% | $75,781-48.1% | $59,632-34.1% |
| Participation rate | 88.5% | 67.2%+21.2pp | 75.8%+12.6pp | 68.7%+19.8pp |
| Annual return | -0.82% | 2.95%-3.8pp | 9.68%-10.5pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,218 | $2,591+24.2% | $3,651-11.9% | $3,192+0.8% |
| Admin fee / account holder | $6 | $3,610-99.8% | $5,299-99.9% | $4,297-99.9% |