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 | $29,982 | $168,632-82.2% | $147,614-79.7% | $125,391-76.1% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -1.08% | 77.65%-78.7pp | 61.98%-63.1pp | 282.22%-283.3pp |
| Employer contribution / active EE | $1,592 | $6,252-74.5% | $5,564-71.4% | $4,866-67.3% |
| Participant deferral / active EE | $1,622 | $5,507-70.5% | $4,895-66.9% | $5,352-69.7% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |