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 | $81,522 | $77,145+5.7% | $108,410-24.8% | $85,850-5.0% |
| Participation rate | 72.0% | 74.7%-2.7pp | 80.1%-8.1pp | 69.3%+2.7pp |
| Annual return | 9.99% | 44.54%-34.6pp | 905.27%-895.3pp | 318.53%-308.5pp |
| Employer contribution / active EE | $1,931 | $2,379-18.8% | $3,558-45.7% | $2,565-24.7% |
| Participant deferral / active EE | $4,324 | $5,566-22.3% | $6,563-34.1% | $3,952+9.4% |
| Admin fee / account holder | $236 | $5,172-95.4% | $7,295-96.8% | $6,260-96.2% |