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 | $21,890 | $58,577-62.6% | $83,333-73.7% | $64,186-65.9% |
| Participation rate | 86.7% | 72.0%+14.6pp | 77.8%+8.9pp | 69.6%+17.1pp |
| Annual return | -8.70% | 9.65%-18.4pp | 10.63%-19.3pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,407 | $2,098-32.9% | $3,379-58.4% | $2,381-40.9% |
| Participant deferral / active EE | $5,259 | $4,654+13.0% | $5,565-5.5% | $3,470+51.6% |
| Admin fee / account holder | $223 | $9,275-97.6% | $7,510-97.0% | $4,888-95.4% |