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 5-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 | $122,071 | $177,572-31.3% | $154,803-21.1% | $142,382-14.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | -9.18% | 65.07%-74.3pp | 58.88%-68.1pp | 217.08%-226.3pp |
| Employer contribution / active EE | $5,188 | $4,810+7.8% | $4,305+20.5% | $4,299+20.7% |
| Participant deferral / active EE | $11,930 | $6,272+90.2% | $5,540+115.3% | $6,507+83.3% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |