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 | $156,590 | $177,572-11.8% | $154,803+1.2% | $142,382+10.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.39% | 65.07%-54.7pp | 58.88%-48.5pp | 217.08%-206.7pp |
| Employer contribution / active EE | $3,718 | $4,810-22.7% | $4,305-13.7% | $4,299-13.5% |
| Participant deferral / active EE | $5,378 | $6,272-14.2% | $5,540-2.9% | $6,507-17.4% |
| Admin fee / account holder | $271 | $16,786-98.4% | $14,329-98.1% | $12,624-97.9% |