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.
Participant 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 | $18,050 | $78,694-77.1% | $67,652-73.3% | $125,391-85.6% |
| Participation rate | 87.5% | 78.8%+8.7pp | 75.7%+11.8pp | 83.2%+4.3pp |
| Annual return | -1.69% | 9.46%-11.1pp | 6625.04%-6626.7pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,711 | $3,044-43.8% | $2,266-24.5% | $4,866-64.8% |
| Participant deferral / active EE | $1,181 | $4,292-72.5% | $3,560-66.8% | $5,352-77.9% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |