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 7-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 | $222,839 | $202,318+10.1% | $172,739+29.0% | $152,861+45.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 15.35% | 1029.65%-1014.3pp | 802.84%-787.5pp | 345.32%-330.0pp |
| Employer contribution / active EE | $1,477 | $5,856-74.8% | $5,143-71.3% | $4,762-69.0% |
| Participant deferral / active EE | $748 | $5,948-87.4% | $5,198-85.6% | $5,850-87.2% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |