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 | $134,823 | $198,466-32.1% | $170,442-20.9% | $147,584-8.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.39% | 257.29%-238.9pp | 205.93%-187.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,008 | $6,184-83.7% | $5,433-81.5% | $4,876-79.3% |
| Participant deferral / active EE | $3,939 | $5,629-30.0% | $4,939-20.3% | $5,439-27.6% |
| Admin fee / account holder | $22 | $16,852-99.9% | $13,880-99.8% | $10,885-99.8% |