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 | $41,003 | $70,756-42.1% | $65,493-37.4% | $142,382-71.2% |
| Participation rate | 71.4% | 77.4%-6.0pp | 73.1%-1.7pp | 80.1%-8.7pp |
| Annual return | 10.15% | 1754.89%-1744.7pp | 982.45%-972.3pp | 217.08%-206.9pp |
| Employer contribution / active EE | $2,963 | $2,881+2.9% | $2,574+15.1% | $4,299-31.1% |
| Participant deferral / active EE | $3,080 | $4,637-33.6% | $3,961-22.2% | $6,507-52.7% |
| Admin fee / account holder | $288 | $6,559-95.6% | $5,028-94.3% | $12,624-97.7% |