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 4-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 | $8,922 | $80,717-88.9% | $154,803-94.2% | $84,808-89.5% |
| Participation rate | 89.3% | 66.8%+22.5pp | 78.1%+11.2pp | 68.3%+21.0pp |
| Annual return | 8.67% | 37.96%-29.3pp | 58.88%-50.2pp | 40.90%-32.2pp |
| Employer contribution / active EE | $719 | $2,761-74.0% | $4,305-83.3% | $2,631-72.7% |
| Participant deferral / active EE | $1,301 | $3,303-60.6% | $5,540-76.5% | $4,212-69.1% |
| Admin fee / account holder | $265 | $6,746-96.1% | $14,329-98.1% | $7,344-96.4% |