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 | $97,281 | $135,635-28.3% | $110,238-11.8% | $135,375-28.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.95% | 513.19%-524.1pp | 314.74%-325.7pp | 519.73%-530.7pp |
| Employer contribution / active EE | $4,524 | $4,906-7.8% | $3,826+18.2% | $4,779-5.3% |
| Participant deferral / active EE | $13,056 | $5,506+137.1% | $4,672+179.4% | $5,609+132.8% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |