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 | $52,718 | $163,101-67.7% | $136,749-61.4% | $142,382-63.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.43% | 27.54%-9.1pp | 24.33%-5.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,504 | $4,117-63.5% | $3,400-55.8% | $4,299-65.0% |
| Participant deferral / active EE | $1,039 | $5,585-81.4% | $4,692-77.9% | $6,507-84.0% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |