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 4-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 | $55,662 | $159,901-65.2% | $146,958-62.1% | $145,922-61.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 9.33% | 98.13%-88.8pp | 418.34%-409.0pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,404 | $5,286-54.5% | $4,933-51.3% | $4,660-48.4% |
| Participant deferral / active EE | $5,705 | $8,428-32.3% | $8,070-29.3% | $6,688-14.7% |
| Admin fee / account holder | $41 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |