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 | $50,738 | $157,256-67.7% | $141,162-64.1% | $152,861-66.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 3.64% | 64.32%-60.7pp | 71.39%-67.8pp | 345.32%-341.7pp |
| Employer contribution / active EE | $11,220 | $5,261+113.3% | $4,735+137.0% | $4,762+135.6% |
| Participant deferral / active EE | $4,606 | $7,109-35.2% | $6,709-31.4% | $5,850-21.3% |
| Admin fee / account holder | $44 | $12,120-99.6% | $10,261-99.6% | $11,596-99.6% |