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 8-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 | $113,513 | $189,613-40.1% | $167,512-32.2% | $142,382-20.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 7.74% | 2024.68%-2016.9pp | 1615.79%-1608.0pp | 217.08%-209.3pp |
| Employer contribution / active EE | $938 | $4,349-78.4% | $3,882-75.8% | $4,299-78.2% |
| Participant deferral / active EE | $13,488 | $6,981+93.2% | $6,405+110.6% | $6,507+107.3% |
| Admin fee / account holder | $182 | $10,528-98.3% | $9,769-98.1% | $12,624-98.6% |