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 | $59,166 | $176,812-66.5% | $146,665-59.7% | $167,490-64.7% |
| Participation rate | 88.9% | 83.6%+5.3pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 15.00% | 24.03%-9.0pp | 22.74%-7.7pp | 478.56%-463.6pp |
| Employer contribution / active EE | $965 | $5,160-81.3% | $4,136-76.7% | $4,837-80.0% |
| Participant deferral / active EE | $4,763 | $6,440-26.0% | $5,506-13.5% | $6,341-24.9% |
| Admin fee / account holder | $214 | $13,259-98.4% | $10,280-97.9% | $12,309-98.3% |