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.
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 | $68,674 | $180,449-61.9% | $154,107-55.4% | $135,375-49.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.59% | 888.09%-897.7pp | 735.12%-744.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $7,443 | $6,035+23.3% | $5,298+40.5% | $4,779+55.8% |
| Participant deferral / active EE | $7,771 | $5,806+33.8% | $5,081+53.0% | $5,609+38.6% |
| Admin fee / account holder | $231 | $16,143-98.6% | $13,411-98.3% | $10,827-97.9% |