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 | $86,669 | $198,466-56.3% | $170,442-49.2% | $147,584-41.3% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 4.38% | 257.29%-252.9pp | 205.93%-201.5pp | 578.55%-574.2pp |
| Employer contribution / active EE | $6,951 | $6,184+12.4% | $5,433+27.9% | $4,876+42.5% |
| Participant deferral / active EE | $4,443 | $5,629-21.1% | $4,939-10.0% | $5,439-18.3% |
| Admin fee / account holder | $184 | $16,852-98.9% | $13,880-98.7% | $10,885-98.3% |