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 | $52,210 | $158,817-67.1% | $121,196-56.9% | $135,375-61.4% |
| Participation rate | 90.9% | 79.3%+11.6pp | 71.7%+19.2pp | 82.6%+8.3pp |
| Annual return | -9.90% | -0.64%-9.3pp | 16.93%-26.8pp | 519.73%-529.6pp |
| Employer contribution / active EE | $2,589 | $5,665-54.3% | $4,022-35.6% | $4,779-45.8% |
| Participant deferral / active EE | $7,106 | $4,005+77.4% | $3,344+112.5% | $5,609+26.7% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |