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 | $31,199 | $168,632-81.5% | $147,614-78.9% | $125,391-75.1% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -11.73% | 77.65%-89.4pp | 61.98%-73.7pp | 282.22%-294.0pp |
| Employer contribution / active EE | $4,664 | $6,252-25.4% | $5,564-16.2% | $4,866-4.2% |
| Participant deferral / active EE | $12,348 | $5,507+124.2% | $4,895+152.2% | $5,352+130.7% |
| Admin fee / account holder | $270 | $13,580-98.0% | $11,611-97.7% | $9,540-97.2% |