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 9-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 | $39,363 | $52,681-25.3% | $75,781-48.1% | $59,632-34.0% |
| Participation rate | 83.7% | 67.2%+16.5pp | 75.8%+7.9pp | 68.7%+15.0pp |
| Annual return | -0.40% | 2.95%-3.4pp | 9.68%-10.1pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,432 | $2,591-6.1% | $3,651-33.4% | $3,192-23.8% |
| Admin fee / account holder | -$32 | $3,610-100.9% | $5,299-100.6% | $4,297-100.8% |