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 | $134,978 | $49,922+170.4% | $80,569+67.5% | $75,163+79.6% |
| Participation rate | 96.2% | 55.3%+40.8pp | 67.0%+29.2pp | 67.2%+29.0pp |
| Annual return | 7.00% | 34.69%-27.7pp | 935.43%-928.4pp | 160.62%-153.6pp |
| Employer contribution / active EE | $1,230 | $1,698-27.5% | $2,723-54.8% | $2,670-53.9% |
| Participant deferral / active EE | $2,933 | $2,990-1.9% | $4,447-34.0% | $4,125-28.9% |
| Admin fee / account holder | $0 | $3,577-100.0% | $5,377-100.0% | $5,651-100.0% |