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 | $213,362 | $179,726+18.7% | $156,263+36.5% | $142,382+49.9% |
| Participation rate | 81.8% | 82.1%-0.3pp | 78.9%+2.9pp | 80.1%+1.7pp |
| Annual return | 9.22% | 77.86%-68.6pp | 59.47%-50.3pp | 217.08%-207.9pp |
| Employer contribution / active EE | $2,775 | $5,069-45.3% | $4,333-36.0% | $4,299-35.5% |
| Participant deferral / active EE | $8,152 | $6,956+17.2% | $6,158+32.4% | $6,507+25.3% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |