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.
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 | $65,420 | $48,795+34.1% | $65,493-0.1% | $84,808-22.9% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 14.40% | 20.20%-5.8pp | 982.45%-968.0pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,070 | $1,930+7.3% | $2,574-19.6% | $2,631-21.3% |
| Participant deferral / active EE | $134 | $2,928-95.4% | $3,961-96.6% | $4,212-96.8% |
| Admin fee / account holder | $259 | $3,877-93.3% | $5,028-94.9% | $7,344-96.5% |