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 | $145,325 | $127,386+14.1% | $115,037+26.3% | $125,391+15.9% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -3.61% | 31.28%-34.9pp | 26.14%-29.8pp | 282.22%-285.8pp |
| Employer contribution / active EE | $3,144 | $5,166-39.1% | $4,608-31.8% | $4,866-35.4% |
| Participant deferral / active EE | $10,434 | $6,423+62.4% | $6,026+73.1% | $5,352+95.0% |
| Admin fee / account holder | $189 | $9,516-98.0% | $8,175-97.7% | $9,540-98.0% |