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 | $92,202 | $165,335-44.2% | $149,696-38.4% | $158,922-42.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.66% | 348.15%-337.5pp | 276.60%-265.9pp | 302.83%-292.2pp |
| Employer contribution / active EE | $9,375 | $5,103+83.7% | $4,644+101.9% | $4,761+96.9% |
| Participant deferral / active EE | $117 | $7,181-98.4% | $6,842-98.3% | $5,982-98.0% |
| Admin fee / account holder | $282 | $10,807-97.4% | $9,309-97.0% | $11,246-97.5% |