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 | $30,775 | $124,185-75.2% | $108,410-71.6% | $167,490-81.6% |
| Participation rate | 80.0% | 82.3%-2.3pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 8.57% | 1379.64%-1371.1pp | 905.27%-896.7pp | 478.56%-470.0pp |
| Employer contribution / active EE | $4,424 | $4,187+5.7% | $3,558+24.3% | $4,837-8.6% |
| Participant deferral / active EE | $10,535 | $6,908+52.5% | $6,563+60.5% | $6,341+66.1% |
| Admin fee / account holder | $148 | $9,455-98.4% | $7,295-98.0% | $12,309-98.8% |