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 | $144,675 | $176,056-17.8% | $159,436-9.3% | $167,490-13.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.96% | 331.75%-319.8pp | 263.57%-251.6pp | 478.56%-466.6pp |
| Employer contribution / active EE | $411 | $5,297-92.2% | $4,829-91.5% | $4,837-91.5% |
| Participant deferral / active EE | $4,994 | $7,750-35.6% | $7,352-32.1% | $6,341-21.3% |
| Admin fee / account holder | $200 | $12,554-98.4% | $10,799-98.1% | $12,309-98.4% |