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 | $48,187 | $157,256-69.4% | $141,162-65.9% | $152,861-68.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 19.19% | 64.32%-45.1pp | 71.39%-52.2pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,207 | $5,261-77.1% | $4,735-74.5% | $4,762-74.7% |
| Participant deferral / active EE | $1,584 | $7,109-77.7% | $6,709-76.4% | $5,850-72.9% |
| Admin fee / account holder | $273 | $12,120-97.7% | $10,261-97.3% | $11,596-97.6% |