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 | $38,315 | $183,519-79.1% | $155,509-75.4% | $145,922-73.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 7.82% | 61.17%-53.3pp | 64.67%-56.8pp | 561.29%-553.5pp |
| Employer contribution / active EE | $8,122 | $5,313+52.9% | $4,672+73.8% | $4,660+74.3% |
| Participant deferral / active EE | $6,942 | $6,462+7.4% | $5,626+23.4% | $6,688+3.8% |
| Admin fee / account holder | $174 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |