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 | $122,627 | $209,411-41.4% | $178,490-31.3% | $158,922-22.8% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 2.90% | 188.75%-185.9pp | 151.07%-148.2pp | 302.83%-299.9pp |
| Employer contribution / active EE | $2,889 | $5,706-49.4% | $5,011-42.4% | $4,761-39.3% |
| Participant deferral / active EE | $8,026 | $5,954+34.8% | $5,202+54.3% | $5,982+34.2% |
| Admin fee / account holder | $5 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |