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 6-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 | $24,889 | $138,044-82.0% | $125,339-80.1% | $134,475-81.5% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -28.21% | 750.33%-778.5pp | 572.05%-600.3pp | 417.96%-446.2pp |
| Employer contribution / active EE | $7,031 | $5,243+34.1% | $4,814+46.1% | $4,740+48.3% |
| Participant deferral / active EE | $14,870 | $7,799+90.7% | $7,446+99.7% | $6,400+132.4% |
| Admin fee / account holder | $77 | $11,571-99.3% | $10,010-99.2% | $11,426-99.3% |