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 | $22,625 | $65,041-65.2% | $90,951-75.1% | $79,858-71.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 8.86% | 30.45%-21.6pp | 134.60%-125.7pp | 31.71%-22.9pp |
| Employer contribution / active EE | $2,782 | $1,247+123.1% | $2,122+31.1% | $2,471+12.6% |
| Participant deferral / active EE | $2,034 | $2,512-19.0% | $3,373-39.7% | $3,740-45.6% |
| Admin fee / account holder | $1 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |