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 10-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 | $49,594 | $113,339-56.2% | $94,993-47.8% | $147,584-66.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 2.20% | 20.77%-18.6pp | 27.12%-24.9pp | 578.55%-576.3pp |
| Employer contribution / active EE | $1,880 | $3,160-40.5% | $2,603-27.8% | $4,876-61.5% |
| Participant deferral / active EE | $3,678 | $3,777-2.6% | $3,317+10.9% | $5,439-32.4% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |