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 5-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 | $28,388 | $159,602-82.2% | $150,045-81.1% | $142,382-80.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 8.55% | 70.24%-61.7pp | 62.55%-54.0pp | 217.08%-208.5pp |
| Employer contribution / active EE | $1,420 | $4,961-71.4% | $4,693-69.7% | $4,299-67.0% |
| Participant deferral / active EE | $6,135 | $8,310-26.2% | $7,997-23.3% | $6,507-5.7% |
| Admin fee / account holder | $144 | $14,846-99.0% | $13,435-98.9% | $12,624-98.9% |