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 | $150,040 | $755,339-80.1% | $379,746-60.5% | $158,922-5.6% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 14.02% | 53.41%-39.4pp | 34.90%-20.9pp | 302.83%-288.8pp |
| Employer contribution / active EE | $3,017 | $4,685-35.6% | $3,540-14.8% | $4,761-36.6% |
| Participant deferral / active EE | $1,116 | $7,938-85.9% | $6,024-81.5% | $5,982-81.3% |
| Admin fee / account holder | $14 | $14,482-99.9% | $7,927-99.8% | $11,246-99.9% |