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 | $186,009 | $167,307+11.2% | $143,757+29.4% | $134,475+38.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -29.30% | 0.46%-29.8pp | -0.04%-29.3pp | 417.96%-447.3pp |
| Employer contribution / active EE | $3,592 | $5,619-36.1% | $4,951-27.5% | $4,740-24.2% |
| Participant deferral / active EE | $6,595 | $6,446+2.3% | $5,637+17.0% | $6,400+3.0% |
| Admin fee / account holder | $235 | $18,088-98.7% | $14,673-98.4% | $11,426-97.9% |