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 | $57,544 | $150,187-61.7% | $120,354-52.2% | $145,922-60.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.91% | 154.07%-142.2pp | 107.15%-95.2pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,212 | $4,348-49.1% | $3,463-36.1% | $4,660-52.5% |
| Participant deferral / active EE | $1,303 | $6,173-78.9% | $4,991-73.9% | $6,688-80.5% |
| Admin fee / account holder | $75 | $12,207-99.4% | $9,423-99.2% | $13,397-99.4% |