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 | $32,366 | $56,897-43.1% | $84,750-61.8% | $62,891-48.5% |
| Participation rate | 96.7% | 68.5%+28.1pp | 76.6%+20.1pp | 69.3%+27.4pp |
| Annual return | 3.57% | 6.30%-2.7pp | 22.78%-19.2pp | 20.14%-16.6pp |
| Employer contribution / active EE | $1,098 | $2,400-54.2% | $3,574-69.3% | $2,281-51.8% |
| Participant deferral / active EE | $3,863 | $2,709+42.6% | $3,712+4.1% | $3,203+20.6% |
| Admin fee / account holder | $107 | $3,581-97.0% | $5,332-98.0% | $4,296-97.5% |