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 | $95,635 | $89,355+7.0% | $141,162-32.3% | $72,985+31.0% |
| Participation rate | 71.8% | 75.1%-3.3pp | 82.5%-10.7pp | 69.5%+2.3pp |
| Annual return | 17.45% | 111.85%-94.4pp | 71.39%-53.9pp | 81.00%-63.6pp |
| Employer contribution / active EE | $1,398 | $3,114-55.1% | $4,735-70.5% | $2,440-42.7% |
| Participant deferral / active EE | $6,771 | $5,418+25.0% | $6,709+0.9% | $3,607+87.7% |
| Admin fee / account holder | $45 | $5,958-99.3% | $10,261-99.6% | $5,124-99.1% |