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 | $98,582 | $167,307-41.1% | $143,757-31.4% | $134,475-26.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.20% | 0.46%-26.7pp | -0.04%-26.2pp | 417.96%-444.2pp |
| Employer contribution / active EE | $18,191 | $5,619+223.7% | $4,951+267.4% | $4,740+283.8% |
| Participant deferral / active EE | $3,700 | $6,446-42.6% | $5,637-34.4% | $6,400-42.2% |
| Admin fee / account holder | $82 | $18,088-99.5% | $14,673-99.4% | $11,426-99.3% |