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 | $20,403 | $109,817-81.4% | $98,442-79.3% | $167,490-87.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 4.52% | 1956.69%-1952.2pp | 1492.73%-1488.2pp | 478.56%-474.0pp |
| Employer contribution / active EE | $1,196 | $3,224-62.9% | $2,960-59.6% | $4,837-75.3% |
| Participant deferral / active EE | $4,431 | $4,673-5.2% | $4,276+3.6% | $6,341-30.1% |
| Admin fee / account holder | $13 | $6,753-99.8% | $5,949-99.8% | $12,309-99.9% |