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 9-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.
Employer 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 | $20,117 | $142,344-85.9% | $119,609-83.2% | $134,475-85.0% |
| Participation rate | 81.3% | 82.8%-1.6pp | 79.3%+2.0pp | 81.2%0pp |
| Annual return | -14.04% | -12.44%-1.6pp | -14.97%+0.9pp | 417.96%-432.0pp |
| Employer contribution / active EE | $918 | $5,222-82.4% | $4,232-78.3% | $4,740-80.6% |
| Participant deferral / active EE | $3,239 | $6,469-49.9% | $5,602-42.2% | $6,400-49.4% |
| Admin fee / account holder | $40 | $13,584-99.7% | $10,323-99.6% | $11,426-99.7% |