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 | $139,613 | $106,515+31.1% | $96,683+44.4% | $139,434+0.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 5.26% | 38.43%-33.2pp | 35.69%-30.4pp | 372.94%-367.7pp |
| Employer contribution / active EE | $4,677 | $4,103+14.0% | $3,737+25.2% | $4,751-1.6% |
| Participant deferral / active EE | $5,523 | $5,454+1.3% | $4,878+13.2% | $6,710-17.7% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |