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 5-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 | $25,417 | $142,344-82.1% | $119,609-78.8% | $134,475-81.1% |
| Participation rate | 93.8% | 82.8%+10.9pp | 79.3%+14.5pp | 81.2%+12.5pp |
| Annual return | -29.56% | -12.44%-17.1pp | -14.97%-14.6pp | 417.96%-447.5pp |
| Employer contribution / active EE | $2,813 | $5,222-46.1% | $4,232-33.5% | $4,740-40.7% |
| Participant deferral / active EE | $17,399 | $6,469+168.9% | $5,602+210.6% | $6,400+171.9% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |