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 | $26,334 | $135,635-80.6% | $110,238-76.1% | $135,375-80.5% |
| Participation rate | 78.3% | 83.5%-5.2pp | 79.8%-1.6pp | 82.6%-4.4pp |
| Annual return | -4.95% | 513.19%-518.1pp | 314.74%-319.7pp | 519.73%-524.7pp |
| Employer contribution / active EE | $610 | $4,906-87.6% | $3,826-84.1% | $4,779-87.2% |
| Participant deferral / active EE | $2,113 | $5,506-61.6% | $4,672-54.8% | $5,609-62.3% |
| Admin fee / account holder | $42 | $11,457-99.6% | $8,547-99.5% | $10,827-99.6% |