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 | $74,811 | $81,248-7.9% | $155,509-51.9% | $80,856-7.5% |
| Participation rate | 70.4% | 66.2%+4.1pp | 78.2%-7.8pp | 67.6%+2.7pp |
| Annual return | 10.60% | 33.31%-22.7pp | 64.67%-54.1pp | 35.59%-25.0pp |
| Employer contribution / active EE | $885 | $3,100-71.4% | $4,672-81.1% | $2,755-67.9% |
| Participant deferral / active EE | $2,840 | $3,452-17.7% | $5,626-49.5% | $4,296-33.9% |
| Admin fee / account holder | $268 | $7,997-96.6% | $15,912-98.3% | $6,918-96.1% |