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 | $59,910 | $83,477-28.2% | $125,175-52.1% | $72,985-17.9% |
| Participation rate | 74.4% | 73.3%+1.0pp | 79.8%-5.4pp | 69.5%+4.9pp |
| Annual return | 4.09% | 25.78%-21.7pp | 43.79%-39.7pp | 81.00%-76.9pp |
| Employer contribution / active EE | $1,194 | $2,345-49.1% | $3,865-69.1% | $2,440-51.0% |
| Participant deferral / active EE | $2,396 | $3,585-33.2% | $4,937-51.5% | $3,607-33.6% |
| Admin fee / account holder | $172 | $5,517-96.9% | $9,702-98.2% | $5,124-96.6% |