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 8-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 | $105,514 | $132,239-20.2% | $105,722-0.2% | $273,961-61.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | -3.27% | 10.07%-13.3pp | 12.25%-15.5pp | 41.45%-44.7pp |
| Employer contribution / active EE | $2,017 | $4,867-58.6% | $4,079-50.6% | $4,869-58.6% |
| Participant deferral / active EE | $9,555 | $6,233+53.3% | $5,326+79.4% | $5,287+80.7% |
| Admin fee / account holder | $265 | $12,032-97.8% | $8,308-96.8% | $10,132-97.4% |