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 5-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.
Annual investment return 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 | $34,377 | $176,056-80.5% | $159,436-78.4% | $167,490-79.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.81% | 331.75%-324.9pp | 263.57%-256.8pp | 478.56%-471.7pp |
| Employer contribution / active EE | $9,373 | $5,297+76.9% | $4,829+94.1% | $4,837+93.8% |
| Participant deferral / active EE | $9,767 | $7,750+26.0% | $7,352+32.8% | $6,341+54.0% |
| Admin fee / account holder | $181 | $12,554-98.6% | $10,799-98.3% | $12,309-98.5% |