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 | $49,158 | $135,952-63.8% | $123,892-60.3% | $273,961-82.1% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 0.59% | 56.63%-56.0pp | 47.52%-46.9pp | 41.45%-40.9pp |
| Employer contribution / active EE | $7,974 | $5,170+54.3% | $4,617+72.7% | $4,869+63.8% |
| Participant deferral / active EE | $4,078 | $6,343-35.7% | $5,984-31.9% | $5,287-22.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |