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 | $71,278 | $148,534-52.0% | $135,903-47.6% | $139,434-48.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 11.83% | 79.19%-67.4pp | 68.23%-56.4pp | 372.94%-361.1pp |
| Employer contribution / active EE | $1,602 | $5,243-69.4% | $4,856-67.0% | $4,751-66.3% |
| Participant deferral / active EE | $3,063 | $8,100-62.2% | $7,758-60.5% | $6,710-54.4% |
| Admin fee / account holder | $9 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |