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 | $60,534 | $89,753-32.6% | $107,525-43.7% | $84,808-28.6% |
| Participation rate | 84.0% | 68.1%+15.9pp | 75.1%+8.9pp | 68.3%+15.7pp |
| Annual return | 9.90% | 29.48%-19.6pp | 181.32%-171.4pp | 40.90%-31.0pp |
| Employer contribution / active EE | $2,464 | $3,113-20.9% | $3,754-34.4% | $2,631-6.4% |
| Participant deferral / active EE | $4,345 | $4,056+7.1% | $5,116-15.1% | $4,212+3.2% |
| Admin fee / account holder | $227 | $7,222-96.9% | $8,919-97.5% | $7,344-96.9% |