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 9-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 | $104,561 | $102,616+1.9% | $81,983+27.5% | $158,922-34.2% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.2%+5.8pp | 82.0%-7.0pp |
| Annual return | 9.73% | 61.04%-51.3pp | 41.31%-31.6pp | 302.83%-293.1pp |
| Employer contribution / active EE | $779 | $3,240-76.0% | $2,498-68.8% | $4,761-83.6% |
| Participant deferral / active EE | $987 | $4,648-78.8% | $3,722-73.5% | $5,982-83.5% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |