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 | $24,458 | $99,640-75.5% | $86,436-71.7% | $134,475-81.8% |
| Participation rate | 76.2% | 82.0%-5.9pp | 80.3%-4.1pp | 81.2%-5.0pp |
| Annual return | -17.14% | 6782.58%-6799.7pp | 4394.89%-4412.0pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,571 | $4,400-18.8% | $3,769-5.2% | $4,740-24.6% |
| Participant deferral / active EE | $1,524 | $7,246-79.0% | $6,952-78.1% | $6,400-76.2% |
| Admin fee / account holder | $297 | $8,371-96.5% | $6,731-95.6% | $11,426-97.4% |