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 | $83,842 | $81,248+3.2% | $155,509-46.1% | $80,856+3.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 4.18% | 33.31%-29.1pp | 64.67%-60.5pp | 35.59%-31.4pp |
| Employer contribution / active EE | $1,397 | $3,100-54.9% | $4,672-70.1% | $2,755-49.3% |
| Participant deferral / active EE | $5,025 | $3,452+45.6% | $5,626-10.7% | $4,296+17.0% |
| Admin fee / account holder | $54 | $7,997-99.3% | $15,912-99.7% | $6,918-99.2% |