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 8-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 | $68,740 | $142,344-51.7% | $119,609-42.5% | $134,475-48.9% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -9.88% | -12.44%+2.6pp | -14.97%+5.1pp | 417.96%-427.8pp |
| Employer contribution / active EE | $711 | $5,222-86.4% | $4,232-83.2% | $4,740-85.0% |
| Participant deferral / active EE | $10,301 | $6,469+59.2% | $5,602+83.9% | $6,400+61.0% |
| Admin fee / account holder | $276 | $13,584-98.0% | $10,323-97.3% | $11,426-97.6% |