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 | $64,944 | $209,411-69.0% | $178,490-63.6% | $158,922-59.1% |
| Participation rate | 76.5% | 86.3%-9.9pp | 81.9%-5.5pp | 82.0%-5.5pp |
| Annual return | 3.66% | 188.75%-185.1pp | 151.07%-147.4pp | 302.83%-299.2pp |
| Employer contribution / active EE | $12,435 | $5,706+117.9% | $5,011+148.2% | $4,761+161.2% |
| Participant deferral / active EE | $4,659 | $5,954-21.8% | $5,202-10.4% | $5,982-22.1% |
| Admin fee / account holder | $14 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |