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 | $59,404 | $124,281-52.2% | $109,143-45.6% | $167,490-64.5% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 8.00% | 26.04%-18.0pp | 25.75%-17.7pp | 478.56%-470.6pp |
| Employer contribution / active EE | $1,868 | $4,207-55.6% | $3,722-49.8% | $4,837-61.4% |
| Participant deferral / active EE | $1,890 | $5,255-64.0% | $4,653-59.4% | $6,341-70.2% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |