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 | $141,782 | $135,952+4.3% | $123,892+14.4% | $273,961-48.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 2.10% | 56.63%-54.5pp | 47.52%-45.4pp | 41.45%-39.4pp |
| Employer contribution / active EE | $1,000 | $5,170-80.7% | $4,617-78.3% | $4,869-79.5% |
| Participant deferral / active EE | $4,500 | $6,343-29.1% | $5,984-24.8% | $5,287-14.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |