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 5-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 | $56,052 | $117,983-52.5% | $101,794-44.9% | $142,382-60.6% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 4.81% | 36.92%-32.1pp | 30.53%-25.7pp | 217.08%-212.3pp |
| Employer contribution / active EE | $1,586 | $2,773-42.8% | $2,289-30.7% | $4,299-63.1% |
| Participant deferral / active EE | $9,105 | $4,714+93.2% | $4,084+122.9% | $6,507+39.9% |
| Admin fee / account holder | $14 | $10,433-99.9% | $8,777-99.8% | $12,624-99.9% |