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 | $150,504 | $69,518+116.5% | $59,878+151.3% | $135,375+11.2% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.7%+11.0pp | 82.6%+3.1pp |
| Annual return | 56.42% | 7.94%+48.5pp | 3.46%+53.0pp | 519.73%-463.3pp |
| Employer contribution / active EE | $998 | $3,235-69.1% | $2,722-63.3% | $4,779-79.1% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $51 | $5,734-99.1% | $3,590-98.6% | $10,827-99.5% |