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 | $75,374 | $114,381-34.1% | $107,525-29.9% | $142,382-47.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 4.49% | 242.71%-238.2pp | 181.32%-176.8pp | 217.08%-212.6pp |
| Employer contribution / active EE | $1,975 | $4,015-50.8% | $3,754-47.4% | $4,299-54.1% |
| Participant deferral / active EE | $14,835 | $5,564+166.6% | $5,116+190.0% | $6,507+128.0% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |