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 4-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 | $23,289 | $159,901-85.4% | $146,958-84.2% | $145,922-84.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 8.76% | 98.13%-89.4pp | 418.34%-409.6pp | 561.29%-552.5pp |
| Employer contribution / active EE | $2,176 | $5,286-58.8% | $4,933-55.9% | $4,660-53.3% |
| Participant deferral / active EE | $7,907 | $8,428-6.2% | $8,070-2.0% | $6,688+18.2% |
| Admin fee / account holder | $214 | $15,044-98.6% | $12,998-98.4% | $13,397-98.4% |