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 | $46,811 | $99,032-52.7% | $80,019-41.5% | $135,375-65.4% |
| Participation rate | 70.0% | 78.4%-8.4pp | 75.8%-5.8pp | 82.6%-12.6pp |
| Annual return | -5.49% | 15.39%-20.9pp | 11.22%-16.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $881 | $3,043-71.1% | $2,468-64.3% | $4,779-81.6% |
| Participant deferral / active EE | $945 | $4,282-77.9% | $3,686-74.3% | $5,609-83.1% |
| Admin fee / account holder | $153 | $10,436-98.5% | $6,521-97.7% | $10,827-98.6% |