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 7-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 | $63,283 | $111,724-43.4% | $93,606-32.4% | $145,922-56.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 5.54% | 202.98%-197.4pp | 133.20%-127.7pp | 561.29%-555.7pp |
| Employer contribution / active EE | $3,227 | $3,090+4.4% | $2,420+33.3% | $4,660-30.8% |
| Participant deferral / active EE | $7,673 | $4,912+56.2% | $4,411+73.9% | $6,688+14.7% |
| Admin fee / account holder | $257 | $10,250-97.5% | $8,285-96.9% | $13,397-98.1% |