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 9-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 | $24,379 | $138,065-82.3% | $123,544-80.3% | $135,375-82.0% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -14.54% | 153.68%-168.2pp | 119.20%-133.7pp | 519.73%-534.3pp |
| Employer contribution / active EE | $4,006 | $5,151-22.2% | $4,628-13.4% | $4,779-16.2% |
| Participant deferral / active EE | $7,306 | $6,799+7.4% | $6,426+13.7% | $5,609+30.3% |
| Admin fee / account holder | $81 | $10,916-99.3% | $9,284-99.1% | $10,827-99.3% |