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 | $204,832 | $165,984+23.4% | $164,813+24.3% | $145,922+40.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 1.39% | 100.03%-98.6pp | 69.93%-68.5pp | 561.29%-559.9pp |
| Employer contribution / active EE | $2,150 | $5,273-59.2% | $4,341-50.5% | $4,660-53.9% |
| Participant deferral / active EE | $6,314 | $6,959-9.3% | $6,031+4.7% | $6,688-5.6% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |