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 | $44,501 | $45,035-1.2% | $62,995-29.4% | $70,131-36.5% |
| Participation rate | 96.2% | 69.5%+26.6pp | 74.8%+21.3pp | 69.5%+26.6pp |
| Annual return | 4.96% | 18.76%-13.8pp | 87.57%-82.6pp | 73.14%-68.2pp |
| Employer contribution / active EE | $670 | $2,051-67.4% | $2,759-75.7% | $2,342-71.4% |
| Participant deferral / active EE | $2,818 | $2,465+14.4% | $3,329-15.3% | $3,332-15.4% |
| Admin fee / account holder | $205 | $2,834-92.8% | $3,600-94.3% | $4,645-95.6% |