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 | $133,303 | $77,813+71.3% | $123,544+7.9% | $64,186+107.7% |
| Participation rate | 84.4% | 74.7%+9.7pp | 82.3%+2.1pp | 69.6%+14.8pp |
| Annual return | -8.29% | 12.48%-20.8pp | 119.20%-127.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $4,612 | $3,014+53.0% | $4,628-0.3% | $2,381+93.7% |
| Participant deferral / active EE | $11,154 | $5,240+112.9% | $6,426+73.6% | $3,470+221.5% |
| Admin fee / account holder | $57 | $5,519-99.0% | $9,284-99.4% | $4,888-98.8% |