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 | $72,987 | $112,096-34.9% | $95,952-23.9% | $158,922-54.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 4.37% | 171.09%-166.7pp | 91.61%-87.2pp | 302.83%-298.5pp |
| Employer contribution / active EE | $1,726 | $3,198-46.0% | $2,541-32.1% | $4,761-63.8% |
| Participant deferral / active EE | $1,525 | $4,784-68.1% | $4,167-63.4% | $5,982-74.5% |
| Admin fee / account holder | $1 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |