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 | $47,215 | $176,812-73.3% | $146,665-67.8% | $167,490-71.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7.52% | 24.03%-16.5pp | 22.74%-15.2pp | 478.56%-471.0pp |
| Employer contribution / active EE | $2,588 | $5,160-49.9% | $4,136-37.4% | $4,837-46.5% |
| Participant deferral / active EE | $2,429 | $6,440-62.3% | $5,506-55.9% | $6,341-61.7% |
| Admin fee / account holder | $178 | $13,259-98.7% | $10,280-98.3% | $12,309-98.6% |