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 9-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 | $32,362 | $165,335-80.4% | $149,696-78.4% | $158,922-79.6% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 8.10% | 348.15%-340.0pp | 276.60%-268.5pp | 302.83%-294.7pp |
| Employer contribution / active EE | $2,052 | $5,103-59.8% | $4,644-55.8% | $4,761-56.9% |
| Participant deferral / active EE | $4,582 | $7,181-36.2% | $6,842-33.0% | $5,982-23.4% |
| Admin fee / account holder | $65 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |