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 | $17,079 | $48,795-65.0% | $65,493-73.9% | $84,808-79.9% |
| Participation rate | 96.9% | 67.0%+29.9pp | 73.1%+23.8pp | 68.3%+28.6pp |
| Annual return | 10.29% | 20.20%-9.9pp | 982.45%-972.2pp | 40.90%-30.6pp |
| Employer contribution / active EE | $1,915 | $1,930-0.8% | $2,574-25.6% | $2,631-27.2% |
| Participant deferral / active EE | $2,230 | $2,928-23.9% | $3,961-43.7% | $4,212-47.1% |
| Admin fee / account holder | $271 | $3,877-93.0% | $5,028-94.6% | $7,344-96.3% |