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 | $44,940 | $103,376-56.5% | $87,100-48.4% | $152,861-70.6% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 10.53% | 28.10%-17.6pp | 28.19%-17.7pp | 345.32%-334.8pp |
| Employer contribution / active EE | $970 | $3,220-69.9% | $2,521-61.5% | $4,762-79.6% |
| Participant deferral / active EE | $2,246 | $4,778-53.0% | $4,049-44.5% | $5,850-61.6% |
| Admin fee / account holder | $47 | $12,205-99.6% | $7,497-99.4% | $11,596-99.6% |