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 | $72,596 | $58,523+24.0% | $99,443-27.0% | $72,985-0.5% |
| Participation rate | 97.4% | 64.6%+32.8pp | 73.8%+23.6pp | 69.5%+27.9pp |
| Annual return | 2.68% | 28.51%-25.8pp | 30.72%-28.0pp | 81.00%-78.3pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,606-100.0% | $3,619-100.0% | $3,607-100.0% |
| Admin fee / account holder | $28 | $4,102-99.3% | $6,250-99.5% | $5,124-99.4% |