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 | $61,564 | $103,376-40.4% | $87,100-29.3% | $152,861-59.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 10.37% | 28.10%-17.7pp | 28.19%-17.8pp | 345.32%-334.9pp |
| Employer contribution / active EE | $1,819 | $3,220-43.5% | $2,521-27.9% | $4,762-61.8% |
| Participant deferral / active EE | $2,139 | $4,778-55.2% | $4,049-47.2% | $5,850-63.4% |
| Admin fee / account holder | $285 | $12,205-97.7% | $7,497-96.2% | $11,596-97.5% |