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 | $42,236 | $176,056-76.0% | $159,436-73.5% | $167,490-74.8% |
| Participation rate | 70.6% | 84.9%-14.4pp | 82.8%-12.2pp | 82.1%-11.5pp |
| Annual return | 7.09% | 331.75%-324.7pp | 263.57%-256.5pp | 478.56%-471.5pp |
| Employer contribution / active EE | $1,918 | $5,297-63.8% | $4,829-60.3% | $4,837-60.4% |
| Participant deferral / active EE | $4,418 | $7,750-43.0% | $7,352-39.9% | $6,341-30.3% |
| Admin fee / account holder | $90 | $12,554-99.3% | $10,799-99.2% | $12,309-99.3% |