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 4-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 | $31,111 | $214,378-85.5% | $200,582-84.5% | $142,382-78.1% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 1.44% | 46.41%-45.0pp | 42.33%-40.9pp | 217.08%-215.6pp |
| Employer contribution / active EE | $4,440 | $6,841-35.1% | $6,419-30.8% | $4,299+3.3% |
| Participant deferral / active EE | $5,686 | $9,865-42.4% | $9,331-39.1% | $6,507-12.6% |
| Admin fee / account holder | $18 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |