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 | $39,140 | $124,281-68.5% | $109,143-64.1% | $167,490-76.6% |
| Participation rate | 70.6% | 79.4%-8.9pp | 75.9%-5.3pp | 82.1%-11.5pp |
| Annual return | 8.37% | 26.04%-17.7pp | 25.75%-17.4pp | 478.56%-470.2pp |
| Employer contribution / active EE | $1,931 | $4,207-54.1% | $3,722-48.1% | $4,837-60.1% |
| Participant deferral / active EE | $4,909 | $5,255-6.6% | $4,653+5.5% | $6,341-22.6% |
| Admin fee / account holder | $168 | $7,970-97.9% | $6,752-97.5% | $12,309-98.6% |