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 | $192,783 | $138,044+39.7% | $125,339+53.8% | $134,475+43.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.52% | 750.33%-766.8pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,211 | $5,243-76.9% | $4,814-74.8% | $4,740-74.4% |
| Participant deferral / active EE | $1,211 | $7,799-84.5% | $7,446-83.7% | $6,400-81.1% |
| Admin fee / account holder | $62 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |