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 | $23,823 | $99,341-76.0% | $84,750-71.9% | $273,961-91.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.92% | 22.93%-21.0pp | 22.78%-20.9pp | 41.45%-39.5pp |
| Employer contribution / active EE | $8,434 | $4,214+100.2% | $3,574+136.0% | $4,869+73.2% |
| Participant deferral / active EE | $7,712 | $4,269+80.6% | $3,712+107.8% | $5,287+45.9% |
| Admin fee / account holder | $13 | $6,644-99.8% | $5,332-99.8% | $10,132-99.9% |