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 | $57,240 | $159,602-64.1% | $150,045-61.9% | $142,382-59.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.65% | 70.24%-61.6pp | 62.55%-53.9pp | 217.08%-208.4pp |
| Employer contribution / active EE | $3,024 | $4,961-39.0% | $4,693-35.6% | $4,299-29.7% |
| Participant deferral / active EE | $6,932 | $8,310-16.6% | $7,997-13.3% | $6,507+6.5% |
| Admin fee / account holder | $235 | $14,846-98.4% | $13,435-98.3% | $12,624-98.1% |