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.
Participant 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 | $56,847 | $113,935-50.1% | $94,224-39.7% | $125,391-54.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.43% | 5.29%-7.7pp | 10.68%-13.1pp | 282.22%-284.7pp |
| Employer contribution / active EE | $7,273 | $4,727+53.9% | $3,587+102.8% | $4,866+49.5% |
| Participant deferral / active EE | $780 | $5,179-84.9% | $4,320-82.0% | $5,352-85.4% |
| Admin fee / account holder | $9 | $8,391-99.9% | $6,269-99.9% | $9,540-99.9% |