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 | $59,921 | $96,305-37.8% | $80,569-25.6% | $139,434-57.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 7.92% | 1350.08%-1342.2pp | 935.43%-927.5pp | 372.94%-365.0pp |
| Employer contribution / active EE | $2,110 | $3,262-35.3% | $2,723-22.5% | $4,751-55.6% |
| Participant deferral / active EE | $4,575 | $5,232-12.6% | $4,447+2.9% | $6,710-31.8% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |