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 | $35,849 | $183,963-80.5% | $162,163-77.9% | $152,861-76.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.48% | 150.76%-127.3pp | 115.59%-92.1pp | 345.32%-321.8pp |
| Employer contribution / active EE | $1,443 | $6,371-77.3% | $5,614-74.3% | $4,762-69.7% |
| Participant deferral / active EE | $2,093 | $8,034-73.9% | $7,298-71.3% | $5,850-64.2% |
| Admin fee / account holder | $286 | $13,121-97.8% | $10,843-97.4% | $11,596-97.5% |