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 | $21,491 | $111,754-80.8% | $103,333-79.2% | $145,922-85.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 7.95% | 24.77%-16.8pp | 24.88%-16.9pp | 561.29%-553.3pp |
| Employer contribution / active EE | $1,110 | $4,212-73.6% | $3,868-71.3% | $4,660-76.2% |
| Participant deferral / active EE | $4,845 | $5,619-13.8% | $5,057-4.2% | $6,688-27.6% |
| Admin fee / account holder | $184 | $9,750-98.1% | $8,355-97.8% | $13,397-98.6% |