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 | $66,500 | $217,402-69.4% | $185,823-64.2% | $167,490-60.3% |
| Participation rate | 82.4% | 86.0%-3.7pp | 81.7%+0.7pp | 82.1%+0.2pp |
| Annual return | 7.56% | 148.36%-140.8pp | 122.05%-114.5pp | 478.56%-471.0pp |
| Employer contribution / active EE | $2,258 | $5,873-61.6% | $5,167-56.3% | $4,837-53.3% |
| Participant deferral / active EE | $6,242 | $6,356-1.8% | $5,568+12.1% | $6,341-1.6% |
| Admin fee / account holder | $298 | $19,811-98.5% | $16,237-98.2% | $12,309-97.6% |