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 | $121,340 | $116,175+4.4% | $93,606+29.6% | $152,861-20.6% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 8.56% | 35.96%-27.4pp | 32.76%-24.2pp | 345.32%-336.8pp |
| Employer contribution / active EE | $4,470 | $3,218+38.9% | $2,718+64.5% | $4,762-6.1% |
| Participant deferral / active EE | $8,783 | $4,603+90.8% | $4,069+115.9% | $5,850+50.1% |
| Admin fee / account holder | $13 | $10,748-99.9% | $7,888-99.8% | $11,596-99.9% |