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 | $72,306 | $111,754-35.3% | $103,333-30.0% | $145,922-50.4% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.5%+20.5pp | 80.3%+14.7pp |
| Annual return | 52.55% | 24.77%+27.8pp | 24.88%+27.7pp | 561.29%-508.7pp |
| Employer contribution / active EE | $21 | $4,212-99.5% | $3,868-99.5% | $4,660-99.6% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $5,057-100.0% | $6,688-100.0% |
| Admin fee / account holder | $3 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |