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 | $113,271 | $152,587-25.8% | $125,175-9.5% | $152,861-25.9% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.4%-4.7pp |
| Annual return | 14.09% | 54.84%-40.7pp | 43.79%-29.7pp | 345.32%-331.2pp |
| Employer contribution / active EE | $15,273 | $4,946+208.8% | $3,865+295.1% | $4,762+220.7% |
| Participant deferral / active EE | $964 | $5,868-83.6% | $4,937-80.5% | $5,850-83.5% |
| Admin fee / account holder | $6 | $13,434-100.0% | $9,702-99.9% | $11,596-100.0% |