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 | $139,774 | $96,635+44.6% | $86,612+61.4% | $139,434+0.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 7.67% | 106.41%-98.7pp | 591.07%-583.4pp | 372.94%-365.3pp |
| Employer contribution / active EE | $4,193 | $3,263+28.5% | $3,022+38.7% | $4,751-11.7% |
| Participant deferral / active EE | $15,914 | $4,836+229.1% | $4,438+258.6% | $6,710+137.2% |
| Admin fee / account holder | $45 | $6,408-99.3% | $5,614-99.2% | $11,403-99.6% |