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 | $105,344 | $103,376+1.9% | $87,100+20.9% | $152,861-31.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 3.02% | 28.10%-25.1pp | 28.19%-25.2pp | 345.32%-342.3pp |
| Employer contribution / active EE | $3,707 | $3,220+15.1% | $2,521+47.0% | $4,762-22.2% |
| Participant deferral / active EE | $3,629 | $4,778-24.0% | $4,049-10.4% | $5,850-38.0% |
| Admin fee / account holder | $28 | $12,205-99.8% | $7,497-99.6% | $11,596-99.8% |