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 | $110,852 | $84,527+31.1% | $67,711+63.7% | $125,391-11.6% |
| Participation rate | 70.0% | 74.8%-4.8pp | 67.5%+2.5pp | 83.2%-13.2pp |
| Annual return | -9.52% | 2.57%-12.1pp | 25.41%-34.9pp | 282.22%-291.7pp |
| Employer contribution / active EE | $1,691 | $3,292-48.6% | $2,559-33.9% | $4,866-65.2% |
| Participant deferral / active EE | $3,873 | $4,429-12.6% | $3,585+8.0% | $5,352-27.6% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |