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 | $28,761 | $99,032-71.0% | $80,019-64.1% | $135,375-78.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -12.76% | 15.39%-28.1pp | 11.22%-24.0pp | 519.73%-532.5pp |
| Employer contribution / active EE | $2,879 | $3,043-5.4% | $2,468+16.7% | $4,779-39.8% |
| Participant deferral / active EE | $7,632 | $4,282+78.2% | $3,686+107.1% | $5,609+36.1% |
| Admin fee / account holder | $173 | $10,436-98.3% | $6,521-97.3% | $10,827-98.4% |