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 | $32,891 | $104,251-68.4% | $91,001-63.9% | $147,584-77.7% |
| Participation rate | 94.7% | 78.2%+16.5pp | 75.6%+19.1pp | 82.8%+11.9pp |
| Annual return | 2.67% | 27.06%-24.4pp | 4.60%-1.9pp | 578.55%-575.9pp |
| Employer contribution / active EE | $2,632 | $3,116-15.5% | $2,456+7.2% | $4,876-46.0% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,547-100.0% | $5,439-100.0% |
| Admin fee / account holder | $15 | $8,948-99.8% | $5,417-99.7% | $10,885-99.9% |