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 | $51,707 | $117,983-56.2% | $101,794-49.2% | $142,382-63.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 8.67% | 36.92%-28.2pp | 30.53%-21.9pp | 217.08%-208.4pp |
| Employer contribution / active EE | $2,485 | $2,773-10.4% | $2,289+8.6% | $4,299-42.2% |
| Participant deferral / active EE | $6,036 | $4,714+28.0% | $4,084+47.8% | $6,507-7.2% |
| Admin fee / account holder | $262 | $10,433-97.5% | $8,777-97.0% | $12,624-97.9% |