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 | $42,335 | $104,974-59.7% | $95,585-55.7% | $142,382-70.3% |
| Participation rate | 91.7% | 75.0%+16.7pp | 72.1%+19.6pp | 80.1%+11.5pp |
| Annual return | 7.92% | 210.33%-202.4pp | 38.56%-30.6pp | 217.08%-209.2pp |
| Employer contribution / active EE | $1,649 | $2,779-40.7% | $2,527-34.7% | $4,299-61.6% |
| Participant deferral / active EE | $4,305 | $4,352-1.1% | $4,023+7.0% | $6,507-33.8% |
| Admin fee / account holder | $28 | $6,386-99.6% | $6,127-99.5% | $12,624-99.8% |