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 | $129,261 | $180,449-28.4% | $154,107-16.1% | $135,375-4.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 108.12% | 888.09%-780.0pp | 735.12%-627.0pp | 519.73%-411.6pp |
| Employer contribution / active EE | $525 | $6,035-91.3% | $5,298-90.1% | $4,779-89.0% |
| Participant deferral / active EE | $12,333 | $5,806+112.4% | $5,081+142.8% | $5,609+119.9% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |