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 | $154,146 | $154,1170% | $129,995+18.6% | $139,434+10.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 4.41% | 32.48%-28.1pp | -137.18%+141.6pp | 372.94%-368.5pp |
| Employer contribution / active EE | $2,864 | $5,289-45.8% | $4,320-33.7% | $4,751-39.7% |
| Participant deferral / active EE | $15,152 | $6,710+125.8% | $5,820+160.3% | $6,710+125.8% |
| Admin fee / account holder | $299 | $14,007-97.9% | $10,614-97.2% | $11,403-97.4% |