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 | $39,061 | $49,173-20.6% | $121,098-67.7% | $75,163-48.0% |
| Participation rate | 87.1% | 55.4%+31.7pp | 69.5%+17.6pp | 67.2%+19.9pp |
| Annual return | 10.23% | 55.99%-45.8pp | 985.75%-975.5pp | 160.62%-150.4pp |
| Employer contribution / active EE | $757 | $1,546-51.0% | $4,164-81.8% | $2,670-71.7% |
| Participant deferral / active EE | $1,044 | $2,628-60.3% | $4,080-74.4% | $4,125-74.7% |
| Admin fee / account holder | $14 | $3,942-99.7% | $5,644-99.8% | $5,651-99.8% |