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 | $45,697 | $228,332-80.0% | $185,823-75.4% | $158,922-71.2% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 25.13% | 40.80%-15.7pp | 35.95%-10.8pp | 302.83%-277.7pp |
| Employer contribution / active EE | $235 | $4,967-95.3% | $4,087-94.2% | $4,761-95.1% |
| Participant deferral / active EE | $2,354 | $6,415-63.3% | $5,632-58.2% | $5,982-60.6% |
| Admin fee / account holder | $240 | $11,864-98.0% | $9,500-97.5% | $11,246-97.9% |