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 | $32,706 | $60,022-45.5% | $88,946-63.2% | $84,808-61.4% |
| Participation rate | 87.2% | 57.8%+29.3pp | 68.8%+18.3pp | 68.3%+18.9pp |
| Annual return | 11.33% | 22.43%-11.1pp | 57.82%-46.5pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,582 | $1,703-7.1% | $2,555-38.1% | $2,631-39.9% |
| Participant deferral / active EE | $1,582 | $3,114-49.2% | $4,581-65.5% | $4,212-62.4% |
| Admin fee / account holder | $298 | $4,811-93.8% | $8,261-96.4% | $7,344-95.9% |