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 | $35,391 | $111,754-68.3% | $103,333-65.8% | $145,922-75.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.29% | 24.77%-16.5pp | 24.88%-16.6pp | 561.29%-553.0pp |
| Employer contribution / active EE | $3,606 | $4,212-14.4% | $3,868-6.8% | $4,660-22.6% |
| Participant deferral / active EE | $7,581 | $5,619+34.9% | $5,057+49.9% | $6,688+13.4% |
| Admin fee / account holder | $18 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |