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 | $111,604 | $140,940-20.8% | $112,229-0.6% | $139,434-20.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 2.86% | 32.71%-29.8pp | 30.20%-27.3pp | 372.94%-370.1pp |
| Employer contribution / active EE | $10,298 | $4,283+140.4% | $3,430+200.2% | $4,751+116.8% |
| Participant deferral / active EE | $9,243 | $5,874+57.4% | $4,798+92.7% | $6,710+37.8% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |