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 | $22,318 | $64,324-65.3% | $118,925-81.2% | $79,858-72.1% |
| Participation rate | 89.3% | 64.9%+24.4pp | 75.4%+13.9pp | 69.6%+19.7pp |
| Annual return | 12.53% | 86.45%-73.9pp | 35.88%-23.4pp | 31.71%-19.2pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $522 | $2,824-81.5% | $4,265-87.8% | $3,740-86.0% |
| Admin fee / account holder | $288 | $4,040-92.9% | $6,581-95.6% | $5,306-94.6% |