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 | $161,956 | $162,781-0.5% | $133,956+20.9% | $158,922+1.9% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 0.15% | 41.94%-41.8pp | 45.09%-44.9pp | 302.83%-302.7pp |
| Employer contribution / active EE | $1,010 | $4,975-79.7% | $3,919-74.2% | $4,761-78.8% |
| Participant deferral / active EE | $2,525 | $5,911-57.3% | $5,048-50.0% | $5,982-57.8% |
| Admin fee / account holder | $12 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |