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 | $62,739 | $165,335-62.1% | $149,696-58.1% | $158,922-60.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -1.60% | 348.15%-349.7pp | 276.60%-278.2pp | 302.83%-304.4pp |
| Employer contribution / active EE | $2,241 | $5,103-56.1% | $4,644-51.7% | $4,761-52.9% |
| Participant deferral / active EE | $3,419 | $7,181-52.4% | $6,842-50.0% | $5,982-42.8% |
| Admin fee / account holder | $86 | $10,807-99.2% | $9,309-99.1% | $11,246-99.2% |