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 5-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 | $88,313 | $117,841-25.1% | $102,423-13.8% | $145,922-39.5% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 1.74% | 31.65%-29.9pp | 29.32%-27.6pp | 561.29%-559.5pp |
| Employer contribution / active EE | $13,520 | $3,615+274.0% | $3,023+347.2% | $4,660+190.1% |
| Participant deferral / active EE | $9,429 | $5,731+64.5% | $5,053+86.6% | $6,688+41.0% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |