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 | $92,238 | $72,492+27.2% | $87,100+5.9% | $72,985+26.4% |
| Participation rate | 84.6% | 72.8%+11.8pp | 76.9%+7.7pp | 69.5%+15.1pp |
| Annual return | 15.14% | 24.46%-9.3pp | 28.19%-13.0pp | 81.00%-65.9pp |
| Employer contribution / active EE | $1,615 | $1,894-14.7% | $2,521-35.9% | $2,440-33.8% |
| Participant deferral / active EE | $2,860 | $3,270-12.5% | $4,049-29.4% | $3,607-20.7% |
| Admin fee / account holder | $10 | $5,055-99.8% | $7,497-99.9% | $5,124-99.8% |