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 6-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 | $70,047 | $64,432+8.7% | - | $139,434-49.8% |
| Participation rate | 100.0% | 66.0%+34.0pp | - | 80.3%+19.7pp |
| Annual return | 3.83% | 4.96%-1.1pp | - | 372.94%-369.1pp |
| Employer contribution / active EE | $2,345 | $6,830-65.7% | - | $4,751-50.6% |
| Participant deferral / active EE | $4,310 | $2,937+46.8% | - | $6,710-35.8% |
| Admin fee / account holder | $291 | $3,919-92.6% | - | $11,403-97.4% |