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 | $92,218 | $109,881-16.1% | $150,045-38.5% | $84,808+8.7% |
| Participation rate | 92.9% | 76.1%+16.8pp | 82.3%+10.5pp | 68.3%+24.5pp |
| Annual return | 6.83% | 28.25%-21.4pp | 62.55%-55.7pp | 40.90%-34.1pp |
| Employer contribution / active EE | $8,444 | $3,561+137.1% | $4,693+79.9% | $2,631+221.0% |
| Participant deferral / active EE | $4,996 | $6,636-24.7% | $7,997-37.5% | $4,212+18.6% |
| Admin fee / account holder | $0 | $8,568-100.0% | $13,435-100.0% | $7,344-100.0% |