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 | $77,235 | $107,934-28.4% | $91,989-16.0% | $152,861-49.5% |
| Participation rate | 90.9% | 81.2%+9.7pp | 78.6%+12.3pp | 82.4%+8.5pp |
| Annual return | 10.85% | 89.24%-78.4pp | 69.02%-58.2pp | 345.32%-334.5pp |
| Employer contribution / active EE | $3,869 | $4,210-8.1% | $3,452+12.1% | $4,762-18.7% |
| Participant deferral / active EE | $2,041 | $6,364-67.9% | $5,923-65.5% | $5,850-65.1% |
| Admin fee / account holder | $215 | $10,520-98.0% | $7,743-97.2% | $11,596-98.1% |