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 7-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 | $58,014 | $189,613-69.4% | $167,512-65.4% | $142,382-59.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 4.45% | 2024.68%-2020.2pp | 1615.79%-1611.3pp | 217.08%-212.6pp |
| Employer contribution / active EE | $676 | $4,349-84.5% | $3,882-82.6% | $4,299-84.3% |
| Participant deferral / active EE | $1,691 | $6,981-75.8% | $6,405-73.6% | $6,507-74.0% |
| Admin fee / account holder | $250 | $10,528-97.6% | $9,769-97.4% | $12,624-98.0% |