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 | $39,459 | $90,503-56.4% | $78,689-49.9% | $273,961-85.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.83% | 75.60%-73.8pp | 62.18%-60.3pp | 41.45%-39.6pp |
| Employer contribution / active EE | $2,823 | $3,176-11.1% | $2,851-1.0% | $4,869-42.0% |
| Participant deferral / active EE | $3,638 | $3,901-6.7% | $3,517+3.4% | $5,287-31.2% |
| Admin fee / account holder | $265 | $5,263-95.0% | $4,510-94.1% | $10,132-97.4% |