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 9-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 | $221,804 | $96,635+129.5% | $86,612+156.1% | $139,434+59.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.04% | 106.41%-95.4pp | 591.07%-580.0pp | 372.94%-361.9pp |
| Employer contribution / active EE | $155 | $3,263-95.2% | $3,022-94.9% | $4,751-96.7% |
| Participant deferral / active EE | $2,375 | $4,836-50.9% | $4,438-46.5% | $6,710-64.6% |
| Admin fee / account holder | $30 | $6,408-99.5% | $5,614-99.5% | $11,403-99.7% |