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 | $97,925 | $217,402-55.0% | $185,823-47.3% | $167,490-41.5% |
| Participation rate | 76.9% | 86.0%-9.1pp | 81.7%-4.8pp | 82.1%-5.2pp |
| Annual return | 2.84% | 148.36%-145.5pp | 122.05%-119.2pp | 478.56%-475.7pp |
| Employer contribution / active EE | $1,659 | $5,873-71.8% | $5,167-67.9% | $4,837-65.7% |
| Participant deferral / active EE | $6,623 | $6,356+4.2% | $5,568+19.0% | $6,341+4.4% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |