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 | $46,415 | $169,032-72.5% | $129,207-64.1% | $145,922-68.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 1.80% | 14330.11%-14328.3pp | 9417.33%-9415.5pp | 561.29%-559.5pp |
| Employer contribution / active EE | $1,130 | $5,537-79.6% | $4,153-72.8% | $4,660-75.7% |
| Participant deferral / active EE | $12,200 | $4,987+144.6% | $4,168+192.7% | $6,688+82.4% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |