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 8-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 | $73,308 | $96,557-24.1% | $80,975-9.5% | $273,961-73.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 0.04% | 15.14%-15.1pp | 17.10%-17.1pp | 41.45%-41.4pp |
| Employer contribution / active EE | $568 | $4,868-88.3% | $3,714-84.7% | $4,869-88.3% |
| Participant deferral / active EE | $3,533 | $6,598-46.5% | $5,696-38.0% | $5,287-33.2% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |