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 | $64,139 | $165,335-61.2% | $149,696-57.2% | $158,922-59.6% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 6.05% | 348.15%-342.1pp | 276.60%-270.6pp | 302.83%-296.8pp |
| Employer contribution / active EE | $2,055 | $5,103-59.7% | $4,644-55.8% | $4,761-56.8% |
| Participant deferral / active EE | $2,479 | $7,181-65.5% | $6,842-63.8% | $5,982-58.6% |
| Admin fee / account holder | $228 | $10,807-97.9% | $9,309-97.6% | $11,246-98.0% |