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 | $167,986 | $150,440+11.7% | $136,294+23.3% | $147,584+13.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.14% | 1049.08%-1040.9pp | 5155.94%-5147.8pp | 578.55%-570.4pp |
| Employer contribution / active EE | $4,133 | $5,256-21.4% | $4,695-12.0% | $4,876-15.2% |
| Participant deferral / active EE | $9,530 | $6,630+43.7% | $6,247+52.5% | $5,439+75.2% |
| Admin fee / account holder | $102 | $10,905-99.1% | $9,243-98.9% | $10,885-99.1% |