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 9-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 | $103,169 | $167,307-38.3% | $143,757-28.2% | $134,475-23.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.90% | 0.46%-25.4pp | -0.04%-24.9pp | 417.96%-442.9pp |
| Employer contribution / active EE | $3,064 | $5,619-45.5% | $4,951-38.1% | $4,740-35.4% |
| Participant deferral / active EE | $18,749 | $6,446+190.9% | $5,637+232.6% | $6,400+193.0% |
| Admin fee / account holder | $50 | $18,088-99.7% | $14,673-99.7% | $11,426-99.6% |