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 | $50,701 | $180,449-71.9% | $154,107-67.1% | $135,375-62.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.56% | 888.09%-896.7pp | 735.12%-743.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $773 | $6,035-87.2% | $5,298-85.4% | $4,779-83.8% |
| Participant deferral / active EE | $3,111 | $5,806-46.4% | $5,081-38.8% | $5,609-44.5% |
| Admin fee / account holder | $72 | $16,143-99.6% | $13,411-99.5% | $10,827-99.3% |