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 | $14,796 | $190,805-92.2% | $159,960-90.7% | $134,475-89.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -30.50% | 552.23%-582.7pp | 408.60%-439.1pp | 417.96%-448.5pp |
| Employer contribution / active EE | $3,461 | $4,995-30.7% | $4,226-18.1% | $4,740-27.0% |
| Participant deferral / active EE | $7,638 | $6,923+10.3% | $6,182+23.5% | $6,400+19.3% |
| Admin fee / account holder | $42 | $10,471-99.6% | $8,698-99.5% | $11,426-99.6% |