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 | $47,990 | $86,929-44.8% | $102,423-53.1% | $80,856-40.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 8.19% | 18.88%-10.7pp | 29.32%-21.1pp | 35.59%-27.4pp |
| Employer contribution / active EE | $3,105 | $2,369+31.1% | $3,023+2.7% | $2,755+12.7% |
| Participant deferral / active EE | $3,524 | $4,118-14.4% | $5,053-30.3% | $4,296-18.0% |
| Admin fee / account holder | $287 | $8,049-96.4% | $9,451-97.0% | $6,918-95.8% |