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 | $136,078 | $177,572-23.4% | $154,803-12.1% | $142,382-4.4% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 12.49% | 65.07%-52.6pp | 58.88%-46.4pp | 217.08%-204.6pp |
| Employer contribution / active EE | $825 | $4,810-82.8% | $4,305-80.8% | $4,299-80.8% |
| Participant deferral / active EE | $4,521 | $6,272-27.9% | $5,540-18.4% | $6,507-30.5% |
| Admin fee / account holder | $15 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |