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 8-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 | $48,667 | $110,257-55.9% | $96,544-49.6% | $139,434-65.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 9.23% | 26.32%-17.1pp | 25.84%-16.6pp | 372.94%-363.7pp |
| Employer contribution / active EE | $1,034 | $3,620-71.4% | $2,965-65.1% | $4,751-78.2% |
| Participant deferral / active EE | $8,809 | $5,548+58.8% | $4,851+81.6% | $6,710+31.3% |
| Admin fee / account holder | $135 | $11,591-98.8% | $8,252-98.4% | $11,403-98.8% |