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 6-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 | $31,071 | $165,335-81.2% | $149,696-79.2% | $158,922-80.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.00% | 348.15%-343.1pp | 276.60%-271.6pp | 302.83%-297.8pp |
| Employer contribution / active EE | $3,353 | $5,103-34.3% | $4,644-27.8% | $4,761-29.6% |
| Participant deferral / active EE | $4,859 | $7,181-32.3% | $6,842-29.0% | $5,982-18.8% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |