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.
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 | $6,571 | $30,400-78.4% | $53,898-87.8% | $84,808-92.3% |
| Participation rate | 70.8% | 46.4%+24.3pp | 55.0%+15.8pp | 68.3%+2.5pp |
| Annual return | 391.72% | 500.19%-108.5pp | 528.60%-136.9pp | 40.90%+350.8pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $199 | $1,199-83.4% | $1,826-89.1% | $4,212-95.3% |
| Admin fee / account holder | $24 | $1,993-98.8% | $2,491-99.1% | $7,344-99.7% |