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 | $14,255 | $75,828-81.2% | $147,614-90.3% | $59,632-76.1% |
| Participation rate | 96.7% | 71.6%+25.1pp | 84.6%+12.0pp | 68.7%+28.0pp |
| Annual return | -2.83% | 0.37%-3.2pp | 61.98%-64.8pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $2,069 | $3,485-40.6% | $5,564-62.8% | $2,203-6.1% |
| Participant deferral / active EE | $862 | $3,130-72.5% | $4,895-82.4% | $3,192-73.0% |
| Admin fee / account holder | $114 | $5,985-98.1% | $11,611-99.0% | $4,297-97.4% |