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 | $11,313 | $69,207-83.7% | $64,056-82.3% | $139,434-91.9% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 10.08% | 45.88%-35.8pp | 33.69%-23.6pp | 372.94%-362.9pp |
| Employer contribution / active EE | $1,478 | $3,182-53.5% | $2,747-46.2% | $4,751-68.9% |
| Participant deferral / active EE | $1,527 | $4,682-67.4% | $3,880-60.6% | $6,710-77.2% |
| Admin fee / account holder | $91 | $4,244-97.9% | $3,068-97.0% | $11,403-99.2% |