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 | $30,121 | $102,317-70.6% | $146,958-79.5% | $80,856-62.7% |
| Participation rate | 97.0% | 75.8%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 8.78% | 134.76%-126.0pp | 418.34%-409.6pp | 35.59%-26.8pp |
| Employer contribution / active EE | $4,445 | $3,713+19.7% | $4,933-9.9% | $2,755+61.3% |
| Participant deferral / active EE | $2,755 | $6,644-58.5% | $8,070-65.9% | $4,296-35.9% |
| Admin fee / account holder | $242 | $7,941-97.0% | $12,998-98.1% | $6,918-96.5% |