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 | $72,989 | $98,240-25.7% | $82,313-11.3% | $147,584-50.5% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 8.23% | 30.85%-22.6pp | 25.88%-17.6pp | 578.55%-570.3pp |
| Employer contribution / active EE | $1,889 | $3,192-40.8% | $2,428-22.2% | $4,876-61.3% |
| Participant deferral / active EE | $2,216 | $4,383-49.4% | $3,706-40.2% | $5,439-59.3% |
| Admin fee / account holder | $23 | $8,563-99.7% | $5,608-99.6% | $10,885-99.8% |