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 | $212,873 | $111,754+90.5% | $103,333+106.0% | $145,922+45.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.28% | 24.77%-21.5pp | 24.88%-21.6pp | 561.29%-558.0pp |
| Employer contribution / active EE | $14,037 | $4,212+233.2% | $3,868+262.9% | $4,660+201.2% |
| Participant deferral / active EE | $30,500 | $5,619+442.8% | $5,057+503.1% | $6,688+356.1% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |