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 | $58,085 | $96,484-39.8% | $75,886-23.5% | $152,861-62.0% |
| Participation rate | 70.6% | 76.2%-5.6pp | 69.3%+1.3pp | 82.4%-11.9pp |
| Annual return | 3.08% | 33.98%-30.9pp | 30.76%-27.7pp | 345.32%-342.2pp |
| Employer contribution / active EE | $882 | $3,309-73.3% | $2,500-64.7% | $4,762-81.5% |
| Participant deferral / active EE | $3,198 | $4,553-29.8% | $3,603-11.2% | $5,850-45.3% |
| Admin fee / account holder | $78 | $8,078-99.0% | $5,418-98.6% | $11,596-99.3% |