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 | $103,245 | $117,983-12.5% | $101,794+1.4% | $142,382-27.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 9.21% | 36.92%-27.7pp | 30.53%-21.3pp | 217.08%-207.9pp |
| Employer contribution / active EE | $550 | $2,773-80.1% | $2,289-76.0% | $4,299-87.2% |
| Participant deferral / active EE | $2,706 | $4,714-42.6% | $4,084-33.7% | $6,507-58.4% |
| Admin fee / account holder | $4 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |