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 | $30,000 | $52,681-43.1% | $75,781-60.4% | $59,632-49.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -4.18% | 2.95%-7.1pp | 9.68%-13.9pp | 2041.28%-2045.5pp |
| Employer contribution / active EE | $1,068 | $2,193-51.3% | $3,323-67.9% | $2,203-51.5% |
| Participant deferral / active EE | $1,727 | $2,591-33.3% | $3,651-52.7% | $3,192-45.9% |
| Admin fee / account holder | $109 | $3,610-97.0% | $5,299-97.9% | $4,297-97.5% |