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 | $59,237 | $110,257-46.3% | $96,544-38.6% | $139,434-57.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 9.24% | 26.32%-17.1pp | 25.84%-16.6pp | 372.94%-363.7pp |
| Employer contribution / active EE | $1,806 | $3,620-50.1% | $2,965-39.1% | $4,751-62.0% |
| Participant deferral / active EE | $3,265 | $5,548-41.1% | $4,851-32.7% | $6,710-51.3% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |