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 | $70,825 | $78,422-9.7% | $95,952-26.2% | $79,858-11.3% |
| Participation rate | 84.6% | 73.5%+11.1pp | 77.1%+7.5pp | 69.6%+15.0pp |
| Annual return | 8.25% | 19.37%-11.1pp | 91.61%-83.4pp | 31.71%-23.5pp |
| Employer contribution / active EE | $5,128 | $1,945+163.7% | $2,541+101.8% | $2,471+107.6% |
| Participant deferral / active EE | $2,979 | $3,440-13.4% | $4,167-28.5% | $3,740-20.4% |
| Admin fee / account holder | $48 | $5,622-99.1% | $6,795-99.3% | $5,306-99.1% |