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 | $87,323 | $167,307-47.8% | $143,757-39.3% | $134,475-35.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -16.35% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,397 | $5,619-75.1% | $4,951-71.8% | $4,740-70.5% |
| Participant deferral / active EE | $1,554 | $6,446-75.9% | $5,637-72.4% | $6,400-75.7% |
| Admin fee / account holder | $224 | $18,088-98.8% | $14,673-98.5% | $11,426-98.0% |