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 | $166,751 | $197,591-15.6% | $177,821-6.2% | $158,922+4.9% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 9.16% | 58.76%-49.6pp | 48.32%-39.2pp | 302.83%-293.7pp |
| Employer contribution / active EE | $5,602 | $6,697-16.4% | $5,918-5.3% | $4,761+17.7% |
| Participant deferral / active EE | $2,639 | $8,405-68.6% | $7,714-65.8% | $5,982-55.9% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |