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 | $111,171 | $118,680-6.3% | $98,907+12.4% | $158,922-30.0% |
| Participation rate | 85.7% | 77.8%+7.9pp | 76.0%+9.7pp | 82.0%+3.8pp |
| Annual return | 3.29% | 372.35%-369.1pp | 196.43%-193.1pp | 302.83%-299.5pp |
| Employer contribution / active EE | $580 | $3,333-82.6% | $2,689-78.4% | $4,761-87.8% |
| Participant deferral / active EE | $3,837 | $5,088-24.6% | $4,244-9.6% | $5,982-35.9% |
| Admin fee / account holder | $83 | $10,131-99.2% | $6,642-98.7% | $11,246-99.3% |