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 | $28,076 | $81,208-65.4% | $98,907-71.6% | $79,858-64.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 16.56% | 60.99%-44.4pp | 196.43%-179.9pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,714 | $1,960-12.5% | $2,689-36.2% | $2,471-30.6% |
| Participant deferral / active EE | $1,058 | $3,265-67.6% | $4,244-75.1% | $3,740-71.7% |
| Admin fee / account holder | $90 | $6,013-98.5% | $6,642-98.6% | $5,306-98.3% |