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 | $40,929 | $92,703-55.8% | $82,719-50.5% | $134,475-69.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -16.59% | 944.92%-961.5pp | 701.18%-717.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $572 | $4,802-88.1% | $4,395-87.0% | $6,400-91.1% |
| Admin fee / account holder | $293 | $5,983-95.1% | $5,329-94.5% | $11,426-97.4% |