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 | $37,897 | $105,998-64.2% | $92,233-58.9% | $147,584-74.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 3.79% | 50.05%-46.3pp | 176.28%-172.5pp | 578.55%-574.8pp |
| Employer contribution / active EE | $1,191 | $4,333-72.5% | $3,679-67.6% | $4,876-75.6% |
| Participant deferral / active EE | $5,126 | $4,478+14.5% | $3,897+31.5% | $5,439-5.8% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |