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 9-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 | $64,739 | $217,402-70.2% | $185,823-65.2% | $167,490-61.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -1.17% | 148.36%-149.5pp | 122.05%-123.2pp | 478.56%-479.7pp |
| Employer contribution / active EE | $6,667 | $5,873+13.5% | $5,167+29.0% | $4,837+37.8% |
| Participant deferral / active EE | $10,619 | $6,356+67.1% | $5,568+90.7% | $6,341+67.5% |
| Admin fee / account holder | $269 | $19,811-98.6% | $16,237-98.3% | $12,309-97.8% |