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 | $75,222 | $176,056-57.3% | $159,436-52.8% | $167,490-55.1% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 6.65% | 331.75%-325.1pp | 263.57%-256.9pp | 478.56%-471.9pp |
| Employer contribution / active EE | $2,005 | $5,297-62.1% | $4,829-58.5% | $4,837-58.5% |
| Participant deferral / active EE | $5,387 | $7,750-30.5% | $7,352-26.7% | $6,341-15.1% |
| Admin fee / account holder | $279 | $12,554-97.8% | $10,799-97.4% | $12,309-97.7% |