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 6-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 | $55,893 | $74,927-25.4% | $101,794-45.1% | $84,808-34.1% |
| Participation rate | 73.1% | 61.4%+11.7pp | 69.2%+3.9pp | 68.3%+4.8pp |
| Annual return | 6.95% | 18.70%-11.8pp | 30.53%-23.6pp | 40.90%-34.0pp |
| Employer contribution / active EE | $985 | $1,522-35.3% | $2,289-57.0% | $2,631-62.6% |
| Participant deferral / active EE | $3,871 | $3,099+24.9% | $4,084-5.2% | $4,212-8.1% |
| Admin fee / account holder | $257 | $6,514-96.0% | $8,777-97.1% | $7,344-96.5% |