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 | $77,810 | $72,277+7.7% | $101,248-23.1% | $79,858-2.6% |
| Participation rate | 96.3% | 68.5%+27.8pp | 75.8%+20.5pp | 69.6%+26.7pp |
| Annual return | 6.66% | 22.30%-15.6pp | 46.47%-39.8pp | 31.71%-25.1pp |
| Employer contribution / active EE | $1,293 | $2,692-52.0% | $3,660-64.7% | $2,471-47.7% |
| Participant deferral / active EE | $5,391 | $3,282+64.3% | $4,370+23.4% | $3,740+44.2% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |