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 | $54,188 | $102,966-47.4% | $90,281-40.0% | $152,861-64.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.72% | 95.16%-79.4pp | 78.10%-62.4pp | 345.32%-329.6pp |
| Employer contribution / active EE | $1,576 | $3,139-49.8% | $2,854-44.8% | $4,762-66.9% |
| Participant deferral / active EE | $725 | $4,281-83.1% | $3,885-81.3% | $5,850-87.6% |
| Admin fee / account holder | $146 | $6,171-97.6% | $5,351-97.3% | $11,596-98.7% |