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 | $72,504 | $197,591-63.3% | $177,821-59.2% | $158,922-54.4% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 21.88% | 58.76%-36.9pp | 48.32%-26.4pp | 302.83%-280.9pp |
| Employer contribution / active EE | $910 | $6,697-86.4% | $5,918-84.6% | $4,761-80.9% |
| Participant deferral / active EE | $3,448 | $8,405-59.0% | $7,714-55.3% | $5,982-42.4% |
| Admin fee / account holder | $4 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |