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 | $71,403 | $89,753-20.4% | $107,525-33.6% | $84,808-15.8% |
| Participation rate | 98.0% | 68.1%+29.9pp | 75.1%+22.9pp | 68.3%+29.6pp |
| Annual return | 9.06% | 29.48%-20.4pp | 181.32%-172.3pp | 40.90%-31.8pp |
| Employer contribution / active EE | $2,013 | $3,113-35.3% | $3,754-46.4% | $2,631-23.5% |
| Participant deferral / active EE | $4,611 | $4,056+13.7% | $5,116-9.9% | $4,212+9.5% |
| Admin fee / account holder | -$34 | $7,222-100.5% | $8,919-100.4% | $7,344-100.5% |