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 | $67,777 | $159,602-57.5% | $150,045-54.8% | $142,382-52.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 5.81% | 70.24%-64.4pp | 62.55%-56.7pp | 217.08%-211.3pp |
| Employer contribution / active EE | $2,747 | $4,961-44.6% | $4,693-41.5% | $4,299-36.1% |
| Participant deferral / active EE | $16,769 | $8,310+101.8% | $7,997+109.7% | $6,507+157.7% |
| Admin fee / account holder | $132 | $14,846-99.1% | $13,435-99.0% | $12,624-99.0% |