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 6-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 | $14,801 | $106,543-86.1% | $91,220-83.8% | $134,475-89.0% |
| Participation rate | 83.3% | 76.8%+6.5pp | 73.2%+10.1pp | 81.2%+2.1pp |
| Annual return | -22.25% | 160.60%-182.8pp | 114.01%-136.3pp | 417.96%-440.2pp |
| Employer contribution / active EE | $1,512 | $3,331-54.6% | $2,850-47.0% | $4,740-68.1% |
| Participant deferral / active EE | $4,159 | $4,719-11.9% | $4,234-1.8% | $6,400-35.0% |
| Admin fee / account holder | $140 | $6,231-97.8% | $5,420-97.4% | $11,426-98.8% |