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 | $58,697 | $153,772-61.8% | $133,980-56.2% | $273,961-78.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -0.69% | 36.51%-37.2pp | 29.30%-30.0pp | 41.45%-42.1pp |
| Employer contribution / active EE | $10,856 | $6,029+80.1% | $5,211+108.3% | $4,869+123.0% |
| Participant deferral / active EE | $4,836 | $6,958-30.5% | $6,282-23.0% | $5,287-8.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |