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 | $35,541 | $114,381-68.9% | $107,525-66.9% | $142,382-75.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.85% | 242.71%-231.9pp | 181.32%-170.5pp | 217.08%-206.2pp |
| Employer contribution / active EE | $3,693 | $4,015-8.0% | $3,754-1.6% | $4,299-14.1% |
| Participant deferral / active EE | $8,630 | $5,564+55.1% | $5,116+68.7% | $6,507+32.6% |
| Admin fee / account holder | $194 | $9,860-98.0% | $8,919-97.8% | $12,624-98.5% |