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 | $62,495 | $67,606-7.6% | $82,313-24.1% | $70,131-10.9% |
| Participation rate | 89.1% | 72.8%+16.4pp | 76.9%+12.2pp | 69.5%+19.6pp |
| Annual return | 11.30% | 21.57%-10.3pp | 25.88%-14.6pp | 73.14%-61.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,716 | $2,987-9.1% | $3,706-26.7% | $3,332-18.5% |
| Admin fee / account holder | $251 | $4,512-94.4% | $5,608-95.5% | $4,645-94.6% |