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 | $149,180 | $198,466-24.8% | $170,442-12.5% | $147,584+1.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 1.75% | 257.29%-255.5pp | 205.93%-204.2pp | 578.55%-576.8pp |
| Employer contribution / active EE | $18,114 | $6,184+192.9% | $5,433+233.4% | $4,876+271.5% |
| Participant deferral / active EE | $13,144 | $5,629+133.5% | $4,939+166.1% | $5,439+141.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |