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 | $38,866 | $89,753-56.7% | $107,525-63.9% | $84,808-54.2% |
| Participation rate | 94.4% | 68.1%+26.4pp | 75.1%+19.4pp | 68.3%+26.1pp |
| Annual return | 2.73% | 29.48%-26.7pp | 181.32%-178.6pp | 40.90%-38.2pp |
| Employer contribution / active EE | $2,696 | $3,113-13.4% | $3,754-28.2% | $2,631+2.5% |
| Participant deferral / active EE | $1,973 | $4,056-51.3% | $5,116-61.4% | $4,212-53.1% |
| Admin fee / account holder | $18 | $7,222-99.8% | $8,919-99.8% | $7,344-99.8% |