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 | $33,064 | $138,065-76.1% | $123,544-73.2% | $135,375-75.6% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -6.61% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $779 | $5,151-84.9% | $4,628-83.2% | $4,779-83.7% |
| Participant deferral / active EE | $3,031 | $6,799-55.4% | $6,426-52.8% | $5,609-46.0% |
| Admin fee / account holder | $244 | $10,916-97.8% | $9,284-97.4% | $10,827-97.7% |