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 | $135,570 | $150,440-9.9% | $136,294-0.5% | $147,584-8.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 8.08% | 1049.08%-1041.0pp | 5155.94%-5147.9pp | 578.55%-570.5pp |
| Employer contribution / active EE | $2,408 | $5,256-54.2% | $4,695-48.7% | $4,876-50.6% |
| Participant deferral / active EE | $5,989 | $6,630-9.7% | $6,247-4.1% | $5,439+10.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |