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 | $26,877 | $147,727-81.8% | $115,756-76.8% | $134,475-80.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -2.05% | 73.96%-76.0pp | 143.14%-145.2pp | 417.96%-420.0pp |
| Employer contribution / active EE | $683 | $4,713-85.5% | $3,793-82.0% | $4,740-85.6% |
| Participant deferral / active EE | $1,366 | $7,563-81.9% | $6,254-78.2% | $6,400-78.7% |
| Admin fee / account holder | $117 | $14,571-99.2% | $8,124-98.6% | $11,426-99.0% |