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 7-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 | $120,997 | $100,773+20.1% | $88,946+36.0% | $142,382-15.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 8.69% | 70.18%-61.5pp | 57.82%-49.1pp | 217.08%-208.4pp |
| Employer contribution / active EE | $7,448 | $2,918+155.3% | $2,555+191.5% | $4,299+73.2% |
| Participant deferral / active EE | $16,089 | $5,230+207.6% | $4,581+251.2% | $6,507+147.2% |
| Admin fee / account holder | $20 | $9,693-99.8% | $8,261-99.8% | $12,624-99.8% |