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 9-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 | $59,900 | $99,341-39.7% | $84,750-29.3% | $273,961-78.1% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 1.84% | 22.93%-21.1pp | 22.78%-20.9pp | 41.45%-39.6pp |
| Employer contribution / active EE | $4,682 | $4,214+11.1% | $3,574+31.0% | $4,869-3.8% |
| Participant deferral / active EE | $2,779 | $4,269-34.9% | $3,712-25.1% | $5,287-47.4% |
| Admin fee / account holder | $1 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |