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 | $27,187 | $158,398-82.8% | $126,539-78.5% | $142,382-80.9% |
| Participation rate | 82.4% | 75.8%+6.5pp | 69.8%+12.5pp | 80.1%+2.2pp |
| Annual return | 9.73% | 593.76%-584.0pp | 425.95%-416.2pp | 217.08%-207.3pp |
| Employer contribution / active EE | $692 | $4,650-85.1% | $3,674-81.2% | $4,299-83.9% |
| Participant deferral / active EE | $2,690 | $4,767-43.6% | $4,083-34.1% | $6,507-58.7% |
| Admin fee / account holder | $155 | $6,918-97.8% | $6,065-97.4% | $12,624-98.8% |