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 | $114,004 | $159,602-28.6% | $150,045-24.0% | $142,382-19.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -18.66% | 70.24%-88.9pp | 62.55%-81.2pp | 217.08%-235.7pp |
| Employer contribution / active EE | $25,001 | $4,961+404.0% | $4,693+432.7% | $4,299+481.5% |
| Participant deferral / active EE | $8,573 | $8,310+3.2% | $7,997+7.2% | $6,507+31.7% |
| Admin fee / account holder | $172 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |