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 | $68,508 | $179,726-61.9% | $156,263-56.2% | $142,382-51.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 5.46% | 77.86%-72.4pp | 59.47%-54.0pp | 217.08%-211.6pp |
| Employer contribution / active EE | $1,437 | $5,069-71.7% | $4,333-66.8% | $4,299-66.6% |
| Participant deferral / active EE | $3,761 | $6,956-45.9% | $6,158-38.9% | $6,507-42.2% |
| Admin fee / account holder | $152 | $17,272-99.1% | $14,255-98.9% | $12,624-98.8% |