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 5-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 | $10,510 | $25,014-58.0% | $69,647-84.9% | $80,856-87.0% |
| Participation rate | 100.0% | 64.2%+35.8pp | 66.5%+33.5pp | 67.6%+32.4pp |
| Annual return | 10.69% | 19.07%-8.4pp | 100.48%-89.8pp | 35.59%-24.9pp |
| Employer contribution / active EE | $4,082 | $993+311.1% | $1,712+138.4% | $2,755+48.2% |
| Participant deferral / active EE | $1,706 | $1,839-7.2% | $2,886-40.9% | $4,296-60.3% |
| Admin fee / account holder | $49 | $2,488-98.0% | $4,713-99.0% | $6,918-99.3% |