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 | $71,727 | $176,056-59.3% | $159,436-55.0% | $167,490-57.2% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 9.88% | 331.75%-321.9pp | 263.57%-253.7pp | 478.56%-468.7pp |
| Employer contribution / active EE | $9,275 | $5,297+75.1% | $4,829+92.1% | $4,837+91.7% |
| Participant deferral / active EE | $8,554 | $7,750+10.4% | $7,352+16.3% | $6,341+34.9% |
| Admin fee / account holder | $169 | $12,554-98.7% | $10,799-98.4% | $12,309-98.6% |