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 6-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 | $76,366 | $201,272-62.1% | $184,203-58.5% | $145,922-47.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.08% | 29.00%-19.9pp | 28.81%-19.7pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,403 | $7,022-65.8% | $6,427-62.6% | $4,660-48.4% |
| Participant deferral / active EE | $6,778 | $9,806-30.9% | $9,131-25.8% | $6,688+1.3% |
| Admin fee / account holder | $50 | $16,364-99.7% | $13,901-99.6% | $13,397-99.6% |