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 | $69,888 | $92,703-24.6% | $82,719-15.5% | $134,475-48.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -25.89% | 944.92%-970.8pp | 701.18%-727.1pp | 417.96%-443.9pp |
| Employer contribution / active EE | $1,728 | $3,274-47.2% | $3,009-42.6% | $4,740-63.5% |
| Participant deferral / active EE | $8,115 | $4,802+69.0% | $4,395+84.6% | $6,400+26.8% |
| Admin fee / account holder | $13 | $5,983-99.8% | $5,329-99.7% | $11,426-99.9% |