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 | $30,383 | $117,841-74.2% | $102,423-70.3% | $145,922-79.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.76% | 31.65%-23.9pp | 29.32%-21.6pp | 561.29%-553.5pp |
| Employer contribution / active EE | $2,907 | $3,615-19.6% | $3,023-3.8% | $4,660-37.6% |
| Participant deferral / active EE | $2,907 | $5,731-49.3% | $5,053-42.5% | $6,688-56.5% |
| Admin fee / account holder | $129 | $13,326-99.0% | $9,451-98.6% | $13,397-99.0% |