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 | $71,637 | $100,852-29.0% | $90,404-20.8% | $158,922-54.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -4.17% | 1724.20%-1728.4pp | 1293.02%-1297.2pp | 302.83%-307.0pp |
| Employer contribution / active EE | $16,712 | $3,689+353.1% | $3,262+412.3% | $4,761+251.0% |
| Participant deferral / active EE | $8,734 | $4,348+100.9% | $3,963+120.4% | $5,982+46.0% |
| Admin fee / account holder | $145 | $6,501-97.8% | $5,611-97.4% | $11,246-98.7% |