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 | $43,384 | $56,897-23.7% | $84,750-48.8% | $62,891-31.0% |
| Participation rate | 87.8% | 68.5%+19.3pp | 76.6%+11.2pp | 69.3%+18.5pp |
| Annual return | 3.88% | 6.30%-2.4pp | 22.78%-18.9pp | 20.14%-16.3pp |
| Employer contribution / active EE | $1,034 | $2,400-56.9% | $3,574-71.1% | $2,281-54.7% |
| Participant deferral / active EE | $2,327 | $2,709-14.1% | $3,712-37.3% | $3,203-27.3% |
| Admin fee / account holder | $79 | $3,581-97.8% | $5,332-98.5% | $4,296-98.2% |