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 | $45,264 | $46,553-2.8% | $64,056-29.3% | $75,163-39.8% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 4.49% | 26.03%-21.5pp | 33.69%-29.2pp | 160.62%-156.1pp |
| Employer contribution / active EE | $6,554 | $1,974+232.1% | $2,747+138.6% | $2,670+145.5% |
| Participant deferral / active EE | $1,679 | $2,837-40.8% | $3,880-56.7% | $4,125-59.3% |
| Admin fee / account holder | $15 | $2,952-99.5% | $3,068-99.5% | $5,651-99.7% |