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 | $64,803 | $99,652-35.0% | $78,778-17.7% | $147,584-56.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 2.15% | 47.28%-45.1pp | 35.62%-33.5pp | 578.55%-576.4pp |
| Employer contribution / active EE | $1,644 | $2,796-41.2% | $1,986-17.2% | $4,876-66.3% |
| Participant deferral / active EE | $5,323 | $3,664+45.3% | $2,958+79.9% | $5,439-2.1% |
| Admin fee / account holder | $37 | $7,155-99.5% | $5,134-99.3% | $10,885-99.7% |