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 9-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 | $20,726 | $77,899-73.4% | $149,673-86.2% | $75,163-72.4% |
| Participation rate | 72.5% | 65.6%+7.0pp | 78.8%-6.2pp | 67.2%+5.4pp |
| Annual return | 10.12% | 31.72%-21.6pp | 134.42%-124.3pp | 160.62%-150.5pp |
| Employer contribution / active EE | $2,495 | $3,137-20.5% | $4,818-48.2% | $2,670-6.6% |
| Participant deferral / active EE | $1,638 | $3,411-52.0% | $5,680-71.2% | $4,125-60.3% |
| Admin fee / account holder | $165 | $5,956-97.2% | $13,210-98.8% | $5,651-97.1% |