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 7-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 | $58,107 | $183,963-68.4% | $162,163-64.2% | $152,861-62.0% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 8.48% | 150.76%-142.3pp | 115.59%-107.1pp | 345.32%-336.8pp |
| Employer contribution / active EE | $4,791 | $6,371-24.8% | $5,614-14.7% | $4,762+0.6% |
| Participant deferral / active EE | $5,632 | $8,034-29.9% | $7,298-22.8% | $5,850-3.7% |
| Admin fee / account holder | $120 | $13,121-99.1% | $10,843-98.9% | $11,596-99.0% |