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 | $240,675 | $157,256+53.0% | $141,162+70.5% | $152,861+57.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.67% | 64.32%-49.7pp | 71.39%-56.7pp | 345.32%-330.6pp |
| Employer contribution / active EE | $11,000 | $5,261+109.1% | $4,735+132.3% | $4,762+131.0% |
| Participant deferral / active EE | $2,309 | $7,109-67.5% | $6,709-65.6% | $5,850-60.5% |
| Admin fee / account holder | $279 | $12,120-97.7% | $10,261-97.3% | $11,596-97.6% |