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 8-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 | $46,236 | $209,411-77.9% | $178,490-74.1% | $158,922-70.9% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 16.22% | 188.75%-172.5pp | 151.07%-134.9pp | 302.83%-286.6pp |
| Employer contribution / active EE | $638 | $5,706-88.8% | $5,011-87.3% | $4,761-86.6% |
| Participant deferral / active EE | $4,594 | $5,954-22.8% | $5,202-11.7% | $5,982-23.2% |
| Admin fee / account holder | $21 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |