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 | $46,453 | $106,515-56.4% | $96,683-52.0% | $139,434-66.7% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 8.27% | 38.43%-30.2pp | 35.69%-27.4pp | 372.94%-364.7pp |
| Employer contribution / active EE | $15,690 | $4,103+282.4% | $3,737+319.9% | $4,751+230.3% |
| Participant deferral / active EE | $5,853 | $5,454+7.3% | $4,878+20.0% | $6,710-12.8% |
| Admin fee / account holder | $10 | $7,877-99.9% | $6,730-99.9% | $11,403-99.9% |