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 | $64,799 | $84,233-23.1% | $170,442-62.0% | $70,131-7.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.52% | 23.06%-12.5pp | 205.93%-195.4pp | 73.14%-62.6pp |
| Employer contribution / active EE | $1,907 | $3,387-43.7% | $5,433-64.9% | $2,342-18.6% |
| Participant deferral / active EE | $3,239 | $3,086+5.0% | $4,939-34.4% | $3,332-2.8% |
| Admin fee / account holder | $176 | $5,698-96.9% | $13,880-98.7% | $4,645-96.2% |