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 | $26,366 | $138,044-80.9% | $125,339-79.0% | $134,475-80.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -49.74% | 750.33%-800.1pp | 572.05%-621.8pp | 417.96%-467.7pp |
| Employer contribution / active EE | $17,704 | $5,243+237.7% | $4,814+267.8% | $4,740+273.5% |
| Participant deferral / active EE | $5,800 | $7,799-25.6% | $7,446-22.1% | $6,400-9.4% |
| Admin fee / account holder | $189 | $11,571-98.4% | $10,010-98.1% | $11,426-98.3% |