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 | $72,630 | $176,812-58.9% | $146,665-50.5% | $167,490-56.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -1.23% | 24.03%-25.3pp | 22.74%-24.0pp | 478.56%-479.8pp |
| Employer contribution / active EE | $3,036 | $5,160-41.2% | $4,136-26.6% | $4,837-37.3% |
| Participant deferral / active EE | $3,036 | $6,440-52.9% | $5,506-44.9% | $6,341-52.1% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |