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 | $209,280 | $177,572+17.9% | $154,803+35.2% | $142,382+47.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 9.31% | 65.07%-55.8pp | 58.88%-49.6pp | 217.08%-207.8pp |
| Employer contribution / active EE | $5,480 | $4,810+13.9% | $4,305+27.3% | $4,299+27.5% |
| Participant deferral / active EE | $8,464 | $6,272+35.0% | $5,540+52.8% | $6,507+30.1% |
| Admin fee / account holder | $265 | $16,786-98.4% | $14,329-98.1% | $12,624-97.9% |