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 3-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 | $2,410 | $30,400-92.1% | $53,898-95.5% | $84,808-97.2% |
| Participation rate | 73.2% | 46.4%+26.7pp | 55.0%+18.2pp | 68.3%+4.9pp |
| Annual return | 29.52% | 500.19%-470.7pp | 528.60%-499.1pp | 40.90%-11.4pp |
| Employer contribution / active EE | $2 | $603-99.7% | $932-99.8% | $2,631-99.9% |
| Participant deferral / active EE | $943 | $1,199-21.3% | $1,826-48.4% | $4,212-77.6% |
| Admin fee / account holder | $84 | $1,993-95.8% | $2,491-96.6% | $7,344-98.9% |