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 8-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 | $95,410 | $107,334-11.1% | $92,893+2.7% | $152,861-37.6% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.4%+9.9pp |
| Annual return | 57.88% | 145.58%-87.7pp | 109.41%-51.5pp | 345.32%-287.4pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,030 | $4,845-78.7% | $4,236-75.7% | $5,850-82.4% |
| Admin fee / account holder | $1 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |