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 6-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 | $22,308 | $127,264-82.5% | $109,895-79.7% | $167,490-86.7% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.2%+13.3pp | 82.1%+5.4pp |
| Annual return | 4.92% | 22.97%-18.0pp | 29.45%-24.5pp | 478.56%-473.6pp |
| Employer contribution / active EE | $4,566 | $3,322+37.4% | $2,842+60.6% | $4,837-5.6% |
| Participant deferral / active EE | $5,707 | $4,514+26.4% | $4,048+41.0% | $6,341-10.0% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |