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 | $75,704 | $109,982-31.2% | $97,226-22.1% | $145,922-48.1% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 7.01% | 242.90%-235.9pp | 75.13%-68.1pp | 561.29%-554.3pp |
| Employer contribution / active EE | $2,048 | $3,084-33.6% | $2,729-24.9% | $4,660-56.0% |
| Participant deferral / active EE | $2,430 | $4,676-48.0% | $4,264-43.0% | $6,688-63.7% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |