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 | $30,536 | $102,828-70.3% | $105,387-71.0% | $152,861-80.0% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.6%-11.1pp | 82.4%-11.0pp |
| Annual return | 19.98% | 20.85%-0.9pp | 26.82%-6.8pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,122 | $4,473-74.9% | $4,213-73.4% | $4,762-76.4% |
| Participant deferral / active EE | $2,418 | $5,465-55.8% | $5,502-56.1% | $5,850-58.7% |
| Admin fee / account holder | $173 | $8,683-98.0% | $6,559-97.4% | $11,596-98.5% |