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 | $46,430 | $181,894-74.5% | $156,549-70.3% | $273,961-83.1% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | -5.03% | 30.74%-35.8pp | 32.23%-37.3pp | 41.45%-46.5pp |
| Employer contribution / active EE | $4,241 | $6,248-32.1% | $5,501-22.9% | $4,869-12.9% |
| Participant deferral / active EE | $3,680 | $5,550-33.7% | $4,871-24.4% | $5,287-30.4% |
| Admin fee / account holder | $183 | $15,559-98.8% | $13,027-98.6% | $10,132-98.2% |