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 | $62,391 | $81,460-23.4% | $103,333-39.6% | $80,856-22.8% |
| Participation rate | 94.9% | 66.8%+28.0pp | 74.5%+20.4pp | 67.6%+27.2pp |
| Annual return | 10.06% | 25.55%-15.5pp | 24.88%-14.8pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,207 | $3,105-61.1% | $3,868-68.8% | $2,755-56.2% |
| Participant deferral / active EE | $5,790 | $3,869+49.7% | $5,057+14.5% | $4,296+34.8% |
| Admin fee / account holder | $293 | $6,566-95.5% | $8,355-96.5% | $6,918-95.8% |