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 | $44,137 | $124,281-64.5% | $109,143-59.6% | $167,490-73.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | -1.40% | 26.04%-27.4pp | 25.75%-27.2pp | 478.56%-480.0pp |
| Employer contribution / active EE | $6,902 | $4,207+64.0% | $3,722+85.4% | $4,837+42.7% |
| Participant deferral / active EE | $4,179 | $5,255-20.5% | $4,653-10.2% | $6,341-34.1% |
| Admin fee / account holder | $49 | $7,970-99.4% | $6,752-99.3% | $12,309-99.6% |