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 3-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 | $20,624 | $210,648-90.2% | $177,989-88.4% | $145,922-85.9% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 6.72% | 385.86%-379.1pp | 294.48%-287.8pp | 561.29%-554.6pp |
| Employer contribution / active EE | $4,083 | $4,565-10.5% | $3,949+3.4% | $4,660-12.4% |
| Participant deferral / active EE | $5,849 | $6,958-15.9% | $6,276-6.8% | $6,688-12.5% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |