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 | $40,045 | $106,515-62.4% | $96,683-58.6% | $139,434-71.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 3.19% | 38.43%-35.2pp | 35.69%-32.5pp | 372.94%-369.7pp |
| Employer contribution / active EE | $946 | $4,103-76.9% | $3,737-74.7% | $4,751-80.1% |
| Participant deferral / active EE | $4,783 | $5,454-12.3% | $4,878-2.0% | $6,710-28.7% |
| Admin fee / account holder | $57 | $7,877-99.3% | $6,730-99.2% | $11,403-99.5% |