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 4-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 | $14,293 | $99,877-85.7% | $84,966-83.2% | $145,922-90.2% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 0.44% | 83.76%-83.3pp | 66.38%-65.9pp | 561.29%-560.8pp |
| Employer contribution / active EE | $1,387 | $3,231-57.1% | $2,727-49.2% | $4,660-70.2% |
| Participant deferral / active EE | $987 | $5,291-81.4% | $4,519-78.2% | $6,688-85.2% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |