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 | $44,891 | $124,281-63.9% | $109,143-58.9% | $167,490-73.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 6.59% | 26.04%-19.4pp | 25.75%-19.2pp | 478.56%-472.0pp |
| Employer contribution / active EE | $2,018 | $4,207-52.0% | $3,722-45.8% | $4,837-58.3% |
| Participant deferral / active EE | $5,692 | $5,255+8.3% | $4,653+22.3% | $6,341-10.2% |
| Admin fee / account holder | $278 | $7,970-96.5% | $6,752-95.9% | $12,309-97.7% |