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 7-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 | $29,373 | $159,901-81.6% | $146,958-80.0% | $145,922-79.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 7.21% | 98.13%-90.9pp | 418.34%-411.1pp | 561.29%-554.1pp |
| Employer contribution / active EE | $11,787 | $5,286+123.0% | $4,933+138.9% | $4,660+153.0% |
| Participant deferral / active EE | $5,000 | $8,428-40.7% | $8,070-38.0% | $6,688-25.2% |
| Admin fee / account holder | $105 | $15,044-99.3% | $12,998-99.2% | $13,397-99.2% |