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.
Employer 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 | $43,790 | $198,466-77.9% | $170,442-74.3% | $147,584-70.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.47% | 257.29%-243.8pp | 205.93%-192.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $1,008 | $6,184-83.7% | $5,433-81.4% | $4,876-79.3% |
| Participant deferral / active EE | $8,446 | $5,629+50.0% | $4,939+71.0% | $5,439+55.3% |
| Admin fee / account holder | $158 | $16,852-99.1% | $13,880-98.9% | $10,885-98.5% |