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 | $36,614 | $71,829-49.0% | $69,780-47.5% | $142,382-74.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 11.66% | 31.01%-19.3pp | 26.31%-14.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $6,821 | $4,385+55.6% | $4,168+63.7% | $4,299+58.7% |
| Participant deferral / active EE | $0 | $6,819-100.0% | $6,164-100.0% | $6,507-100.0% |
| Admin fee / account holder | $160 | $7,818-98.0% | $7,285-97.8% | $12,624-98.7% |