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 | $25,762 | $90,590-71.6% | $90,782-71.6% | $135,375-81.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -8.36% | -3.40%-5.0pp | -3.42%-4.9pp | 519.73%-528.1pp |
| Employer contribution / active EE | $720 | $4,352-83.5% | $4,105-82.5% | $4,779-84.9% |
| Participant deferral / active EE | $6,903 | $5,407+27.7% | $5,366+28.6% | $5,609+23.1% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |