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 | $61,079 | $110,809-44.9% | $86,874-29.7% | $167,490-63.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 71.6%+8.4pp | 82.1%-2.1pp |
| Annual return | 13.09% | 116.98%-103.9pp | 63.52%-50.4pp | 478.56%-465.5pp |
| Employer contribution / active EE | $348 | $3,244-89.3% | $2,495-86.1% | $4,837-92.8% |
| Participant deferral / active EE | $401 | $4,546-91.2% | $3,699-89.2% | $6,341-93.7% |
| Admin fee / account holder | $0 | $8,415-100.0% | $5,828-100.0% | $12,309-100.0% |