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 8-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 | $30,214 | $114,381-73.6% | $107,525-71.9% | $142,382-78.8% |
| Participation rate | 78.6% | 78.1%+0.4pp | 75.1%+3.5pp | 80.1%-1.5pp |
| Annual return | 8.33% | 242.71%-234.4pp | 181.32%-173.0pp | 217.08%-208.7pp |
| Employer contribution / active EE | $1,966 | $4,015-51.0% | $3,754-47.6% | $4,299-54.3% |
| Participant deferral / active EE | $2,401 | $5,564-56.8% | $5,116-53.1% | $6,507-63.1% |
| Admin fee / account holder | $176 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |