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 | $31,748 | $72,277-56.1% | $101,248-68.6% | $79,858-60.2% |
| Participation rate | 80.6% | 68.5%+12.1pp | 75.8%+4.7pp | 69.6%+10.9pp |
| Annual return | 8.71% | 22.30%-13.6pp | 46.47%-37.8pp | 31.71%-23.0pp |
| Employer contribution / active EE | $2,136 | $2,692-20.6% | $3,660-41.6% | $2,471-13.5% |
| Participant deferral / active EE | $3,290 | $3,282+0.2% | $4,370-24.7% | $3,740-12.0% |
| Admin fee / account holder | $204 | $4,400-95.4% | $5,945-96.6% | $5,306-96.2% |