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.
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 | $15,946 | $104,106-84.7% | $71,086-77.6% | $135,375-88.2% |
| Participation rate | 85.0% | 65.7%+19.3pp | 54.7%+30.3pp | 82.6%+2.4pp |
| Annual return | -3.30% | 1256.30%-1259.6pp | 650.59%-653.9pp | 519.73%-523.0pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $637 | $2,527-74.8% | $1,874-66.0% | $5,609-88.6% |
| Admin fee / account holder | $152 | $4,142-96.3% | $3,082-95.1% | $10,827-98.6% |