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 | $32,819 | $148,534-77.9% | $135,903-75.9% | $139,434-76.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.85% | 79.19%-67.3pp | 68.23%-56.4pp | 372.94%-361.1pp |
| Employer contribution / active EE | $3,040 | $5,243-42.0% | $4,856-37.4% | $4,751-36.0% |
| Participant deferral / active EE | $4,981 | $8,100-38.5% | $7,758-35.8% | $6,710-25.8% |
| Admin fee / account holder | $245 | $12,400-98.0% | $10,762-97.7% | $11,403-97.9% |