Filed January 31, 2025
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 | $143,756 | $104,486+37.6% | $76,817+87.1% | $152,861-6.0% |
| Participation rate | 70.0% | 76.6%-6.6pp | 72.1%-2.1pp | 82.4%-12.4pp |
| Annual return | 3.80% | 1013.37%-1009.6pp | 1166.11%-1162.3pp | 345.32%-341.5pp |
| Employer contribution / active EE | $1,320 | $3,116-57.6% | $2,302-42.7% | $4,762-72.3% |
| Participant deferral / active EE | $3,575 | $4,236-15.6% | $3,336+7.2% | $5,850-38.9% |
| Admin fee / account holder | $23 | $12,275-99.8% | $6,420-99.6% | $11,596-99.8% |