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 6-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.
Employer 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 | $65,924 | $183,519-64.1% | $155,509-57.6% | $145,922-54.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.66% | 61.17%-45.5pp | 64.67%-49.0pp | 561.29%-545.6pp |
| Employer contribution / active EE | $497 | $5,313-90.6% | $4,672-89.4% | $4,660-89.3% |
| Participant deferral / active EE | $10,383 | $6,462+60.7% | $5,626+84.5% | $6,688+55.3% |
| Admin fee / account holder | $152 | $19,313-99.2% | $15,912-99.0% | $13,397-98.9% |