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 | $33,306 | $135,635-75.4% | $110,238-69.8% | $135,375-75.4% |
| Participation rate | 84.2% | 83.5%+0.8pp | 79.8%+4.4pp | 82.6%+1.6pp |
| Annual return | -10.87% | 513.19%-524.1pp | 314.74%-325.6pp | 519.73%-530.6pp |
| Employer contribution / active EE | $2,602 | $4,906-47.0% | $3,826-32.0% | $4,779-45.5% |
| Participant deferral / active EE | $6,267 | $5,506+13.8% | $4,672+34.1% | $5,609+11.7% |
| Admin fee / account holder | $69 | $11,457-99.4% | $8,547-99.2% | $10,827-99.4% |