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 7-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 | $16,278 | $138,044-88.2% | $125,339-87.0% | $134,475-87.9% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -18.18% | 750.33%-768.5pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,041 | $5,243-80.1% | $4,814-78.4% | $4,740-78.0% |
| Participant deferral / active EE | $1,235 | $7,799-84.2% | $7,446-83.4% | $6,400-80.7% |
| Admin fee / account holder | $143 | $11,571-98.8% | $10,010-98.6% | $11,426-98.7% |