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 | $86,907 | $185,822-53.2% | $169,993-48.9% | $139,434-37.7% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 3.85% | 60.50%-56.7pp | 53.37%-49.5pp | 372.94%-369.1pp |
| Employer contribution / active EE | $1,514 | $7,590-80.0% | $6,785-77.7% | $4,751-68.1% |
| Participant deferral / active EE | $6,017 | $11,622-48.2% | $10,408-42.2% | $6,710-10.3% |
| Admin fee / account holder | $45 | $15,381-99.7% | $12,815-99.6% | $11,403-99.6% |