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 10-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 | $33,916 | $74,888-54.7% | $71,209-52.4% | $142,382-76.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 5.63% | 345.14%-339.5pp | 282.51%-276.9pp | 217.08%-211.4pp |
| Employer contribution / active EE | $2,113 | $2,854-26.0% | $2,721-22.4% | $4,299-50.9% |
| Participant deferral / active EE | $2,626 | $4,454-41.1% | $4,175-37.1% | $6,507-59.6% |
| Admin fee / account holder | $149 | $5,568-97.3% | $5,349-97.2% | $12,624-98.8% |