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 10-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 | $33,845 | $144,119-76.5% | $117,854-71.3% | $147,584-77.1% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 7.83% | 531.15%-523.3pp | 335.08%-327.3pp | 578.55%-570.7pp |
| Employer contribution / active EE | $1,176 | $4,896-76.0% | $3,786-68.9% | $4,876-75.9% |
| Participant deferral / active EE | $6,804 | $5,316+28.0% | $4,482+51.8% | $5,439+25.1% |
| Admin fee / account holder | $19 | $10,886-99.8% | $8,020-99.8% | $10,885-99.8% |