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 7-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 | $49,341 | $138,065-64.3% | $123,544-60.1% | $135,375-63.6% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -10.24% | 153.68%-163.9pp | 119.20%-129.4pp | 519.73%-530.0pp |
| Employer contribution / active EE | $4,166 | $5,151-19.1% | $4,628-10.0% | $4,779-12.8% |
| Participant deferral / active EE | $8,309 | $6,799+22.2% | $6,426+29.3% | $5,609+48.1% |
| Admin fee / account holder | $155 | $10,916-98.6% | $9,284-98.3% | $10,827-98.6% |