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 | $148,904 | $180,449-17.5% | $154,107-3.4% | $135,375+10.0% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -6.85% | 888.09%-894.9pp | 735.12%-742.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $978 | $6,035-83.8% | $5,298-81.5% | $4,779-79.5% |
| Participant deferral / active EE | $3,896 | $5,806-32.9% | $5,081-23.3% | $5,609-30.5% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |