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 8-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 | $42,292 | $175,202-75.9% | $149,673-71.7% | $139,434-69.7% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 3.11% | 166.71%-163.6pp | 134.42%-131.3pp | 372.94%-369.8pp |
| Employer contribution / active EE | $2,692 | $5,474-50.8% | $4,818-44.1% | $4,751-43.3% |
| Participant deferral / active EE | $4,917 | $6,519-24.6% | $5,680-13.4% | $6,710-26.7% |
| Admin fee / account holder | $300 | $16,150-98.1% | $13,210-97.7% | $11,403-97.4% |