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 8-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 | $51,676 | $157,256-67.1% | $141,162-63.4% | $152,861-66.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 1.41% | 64.32%-62.9pp | 71.39%-70.0pp | 345.32%-343.9pp |
| Employer contribution / active EE | $5,133 | $5,261-2.4% | $4,735+8.4% | $4,762+7.8% |
| Participant deferral / active EE | $12,250 | $7,109+72.3% | $6,709+82.6% | $5,850+109.4% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |