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 4-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 | $64,123 | $159,901-59.9% | $146,958-56.4% | $145,922-56.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 8.78% | 98.13%-89.4pp | 418.34%-409.6pp | 561.29%-552.5pp |
| Employer contribution / active EE | $8,758 | $5,286+65.7% | $4,933+77.5% | $4,660+87.9% |
| Participant deferral / active EE | $14,321 | $8,428+69.9% | $8,070+77.5% | $6,688+114.1% |
| Admin fee / account holder | $27 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |