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 | $62,998 | $127,777-50.7% | $106,548-40.9% | $167,490-62.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 3.66% | 33.87%-30.2pp | 26.80%-23.1pp | 478.56%-474.9pp |
| Employer contribution / active EE | $2,862 | $3,427-16.5% | $2,819+1.5% | $4,837-40.8% |
| Participant deferral / active EE | $6,135 | $5,087+20.6% | $4,398+39.5% | $6,341-3.2% |
| Admin fee / account holder | $3 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |