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 | $36,478 | $72,012-49.3% | $185,823-80.4% | $79,858-54.3% |
| Participation rate | 96.0% | 65.8%+30.2pp | 78.0%+18.0pp | 69.6%+26.4pp |
| Annual return | 7.24% | 23.12%-15.9pp | 35.95%-28.7pp | 31.71%-24.5pp |
| Employer contribution / active EE | $1,961 | $1,965-0.2% | $4,087-52.0% | $2,471-20.6% |
| Participant deferral / active EE | $2,445 | $3,779-35.3% | $5,632-56.6% | $3,740-34.6% |
| Admin fee / account holder | $88 | $4,513-98.1% | $9,500-99.1% | $5,306-98.3% |