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 5-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 | $74,670 | $110,257-32.3% | $96,544-22.7% | $139,434-46.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 8.77% | 26.32%-17.5pp | 25.84%-17.1pp | 372.94%-364.2pp |
| Employer contribution / active EE | $11,867 | $3,620+227.9% | $2,965+300.3% | $4,751+149.8% |
| Participant deferral / active EE | $6,257 | $5,548+12.8% | $4,851+29.0% | $6,710-6.8% |
| Admin fee / account holder | $79 | $11,591-99.3% | $8,252-99.0% | $11,403-99.3% |