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 | $21,296 | $138,065-84.6% | $123,544-82.8% | $135,375-84.3% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -8.95% | 153.68%-162.6pp | 119.20%-128.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $1,546 | $5,151-70.0% | $4,628-66.6% | $4,779-67.6% |
| Participant deferral / active EE | $2,025 | $6,799-70.2% | $6,426-68.5% | $5,609-63.9% |
| Admin fee / account holder | $53 | $10,916-99.5% | $9,284-99.4% | $10,827-99.5% |