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 | $33,147 | $156,846-78.9% | $121,098-72.6% | $139,434-76.2% |
| Participation rate | 88.9% | 76.4%+12.5pp | 69.5%+19.4pp | 80.3%+8.6pp |
| Annual return | 8.48% | 1474.56%-1466.1pp | 985.75%-977.3pp | 372.94%-364.5pp |
| Employer contribution / active EE | $2,431 | $5,536-56.1% | $4,164-41.6% | $4,751-48.8% |
| Participant deferral / active EE | $4,383 | $4,844-9.5% | $4,080+7.4% | $6,710-34.7% |
| Admin fee / account holder | $278 | $6,946-96.0% | $5,644-95.1% | $11,403-97.6% |