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 | $15,885 | $90,600-82.5% | $79,464-80.0% | $135,375-88.3% |
| Participation rate | 93.3% | 76.0%+17.3pp | 73.3%+20.0pp | 82.6%+10.7pp |
| Annual return | -0.42% | 977.43%-977.8pp | 718.14%-718.6pp | 519.73%-520.2pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,108 | $4,050+1.4% | $3,704+10.9% | $5,609-26.8% |
| Admin fee / account holder | $43 | $5,907-99.3% | $5,113-99.2% | $10,827-99.6% |