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 | $53,776 | $91,190-41.0% | $178,490-69.9% | $79,858-32.7% |
| Participation rate | 85.2% | 69.2%+16.0pp | 81.9%+3.3pp | 69.6%+15.6pp |
| Annual return | 9.68% | 24.19%-14.5pp | 151.07%-141.4pp | 31.71%-22.0pp |
| Employer contribution / active EE | $7,001 | $3,256+115.0% | $5,011+39.7% | $2,471+183.4% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $19 | $6,751-99.7% | $13,984-99.9% | $5,306-99.6% |