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 7-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 | $103,726 | $106,584-2.7% | $101,326+2.4% | $142,382-27.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 2.29% | 36.93%-34.6pp | 36.82%-34.5pp | 217.08%-214.8pp |
| Employer contribution / active EE | $1,517 | $3,956-61.7% | $3,665-58.6% | $4,299-64.7% |
| Participant deferral / active EE | $17,100 | $8,297+106.1% | $7,994+113.9% | $6,507+162.8% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |