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 | $43,709 | $91,037-52.0% | $71,671-39.0% | $147,584-70.4% |
| Participation rate | 85.7% | 76.1%+9.6pp | 68.7%+17.0pp | 82.8%+2.9pp |
| Annual return | 9.07% | 20.48%-11.4pp | 20.65%-11.6pp | 578.55%-569.5pp |
| Employer contribution / active EE | $1,311 | $3,327-60.6% | $2,460-46.7% | $4,876-73.1% |
| Participant deferral / active EE | $4,835 | $4,498+7.5% | $3,438+40.6% | $5,439-11.1% |
| Admin fee / account holder | $205 | $8,613-97.6% | $5,558-96.3% | $10,885-98.1% |