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.
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 | $221,825 | $217,402+2.0% | $185,823+19.4% | $167,490+32.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.63% | 148.36%-136.7pp | 122.05%-110.4pp | 478.56%-466.9pp |
| Employer contribution / active EE | $1,065 | $5,873-81.9% | $5,167-79.4% | $4,837-78.0% |
| Participant deferral / active EE | $5,200 | $6,356-18.2% | $5,568-6.6% | $6,341-18.0% |
| Admin fee / account holder | $20 | $19,811-99.9% | $16,237-99.9% | $12,309-99.8% |