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 | $41,866 | $129,942-67.8% | $104,294-59.9% | $134,475-68.9% |
| Participation rate | 77.8% | 79.5%-1.7pp | 73.3%+4.5pp | 81.2%-3.4pp |
| Annual return | -21.74% | 42.03%-63.8pp | 24.61%-46.4pp | 417.96%-439.7pp |
| Employer contribution / active EE | $1,417 | $4,184-66.1% | $3,372-58.0% | $4,740-70.1% |
| Participant deferral / active EE | $2,347 | $5,588-58.0% | $4,625-49.3% | $6,400-63.3% |
| Admin fee / account holder | $297 | $9,323-96.8% | $7,339-96.0% | $11,426-97.4% |