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 6-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 | $18,295 | $202,432-91.0% | $169,368-89.2% | $139,434-86.9% |
| Participation rate | 90.9% | 81.1%+9.8pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 15.44% | 531.74%-516.3pp | 405.60%-390.2pp | 372.94%-357.5pp |
| Employer contribution / active EE | $3,338 | $4,692-28.9% | $4,013-16.8% | $4,751-29.7% |
| Participant deferral / active EE | $1,140 | $6,938-83.6% | $6,221-81.7% | $6,710-83.0% |
| Admin fee / account holder | $280 | $10,708-97.4% | $9,003-96.9% | $11,403-97.5% |