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 | $13,775 | $109,327-87.4% | $89,391-84.6% | $158,922-91.3% |
| Participation rate | 84.2% | 74.3%+10.0pp | 68.0%+16.2pp | 82.0%+2.3pp |
| Annual return | 4.43% | 345.68%-341.2pp | 245.62%-241.2pp | 302.83%-298.4pp |
| Employer contribution / active EE | $1,374 | $3,170-56.7% | $2,586-46.9% | $4,761-71.1% |
| Participant deferral / active EE | $1,683 | $4,598-63.4% | $3,890-56.7% | $5,982-71.9% |
| Admin fee / account holder | $16 | $6,153-99.7% | $4,881-99.7% | $11,246-99.9% |