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 3-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 | $60,521 | $159,901-62.2% | $146,958-58.8% | $145,922-58.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.20% | 98.13%-91.9pp | 418.34%-412.1pp | 561.29%-555.1pp |
| Employer contribution / active EE | $18,857 | $5,286+256.7% | $4,933+282.3% | $4,660+304.7% |
| Participant deferral / active EE | $14,167 | $8,428+68.1% | $8,070+75.6% | $6,688+111.8% |
| Admin fee / account holder | $280 | $15,044-98.1% | $12,998-97.8% | $13,397-97.9% |