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 | $22,122 | $90,348-75.5% | $75,972-70.9% | $145,922-84.8% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 6.16% | 620.88%-614.7pp | 359.55%-353.4pp | 561.29%-555.1pp |
| Employer contribution / active EE | $2,022 | $3,311-38.9% | $2,685-24.7% | $4,660-56.6% |
| Participant deferral / active EE | $2,848 | $5,162-44.8% | $4,255-33.1% | $6,688-57.4% |
| Admin fee / account holder | $192 | $8,467-97.7% | $6,467-97.0% | $13,397-98.6% |