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 | $92,328 | $84,233+9.6% | $170,442-45.8% | $70,131+31.7% |
| Participation rate | 71.0% | 70.8%+0.1pp | 83.6%-12.6pp | 69.5%+1.4pp |
| Annual return | 9.52% | 23.06%-13.5pp | 205.93%-196.4pp | 73.14%-63.6pp |
| Employer contribution / active EE | $2,115 | $3,387-37.6% | $5,433-61.1% | $2,342-9.7% |
| Participant deferral / active EE | $4,061 | $3,086+31.6% | $4,939-17.8% | $3,332+21.9% |
| Admin fee / account holder | $168 | $5,698-97.0% | $13,880-98.8% | $4,645-96.4% |