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 | $70,203 | $82,664-15.1% | $125,339-44.0% | $68,494+2.5% |
| Participation rate | 75.8% | 75.0%+0.8pp | 82.4%-6.6pp | 67.9%+7.9pp |
| Annual return | -17.25% | -5.97%-11.3pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $539 | $3,381-84.1% | $4,814-88.8% | $2,596-79.3% |
| Participant deferral / active EE | $8,121 | $6,110+32.9% | $7,446+9.1% | $4,027+101.6% |
| Admin fee / account holder | $14 | $6,275-99.8% | $10,010-99.9% | $5,403-99.7% |