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 8-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 | $32,327 | $103,376-68.7% | $87,100-62.9% | $152,861-78.9% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 8.82% | 28.10%-19.3pp | 28.19%-19.4pp | 345.32%-336.5pp |
| Employer contribution / active EE | $9,945 | $3,220+208.8% | $2,521+294.4% | $4,762+108.8% |
| Participant deferral / active EE | $5,057 | $4,778+5.9% | $4,049+24.9% | $5,850-13.6% |
| Admin fee / account holder | $62 | $12,205-99.5% | $7,497-99.2% | $11,596-99.5% |