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 | $20,941 | $73,933-71.7% | $96,683-78.3% | $75,163-72.1% |
| Participation rate | 94.7% | 66.4%+28.3pp | 74.3%+20.4pp | 67.2%+27.5pp |
| Annual return | 9.16% | 26.70%-17.5pp | 35.69%-26.5pp | 160.62%-151.5pp |
| Employer contribution / active EE | $1,842 | $2,928-37.1% | $3,737-50.7% | $2,670-31.0% |
| Participant deferral / active EE | $2,181 | $3,659-40.4% | $4,878-55.3% | $4,125-47.1% |
| Admin fee / account holder | $84 | $5,216-98.4% | $6,730-98.7% | $5,651-98.5% |