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 | $13,401 | $90,600-85.2% | $79,464-83.1% | $135,375-90.1% |
| Participation rate | 73.3% | 76.0%-2.7pp | 73.3%0pp | 82.6%-9.3pp |
| Annual return | -11.55% | 977.43%-989.0pp | 718.14%-729.7pp | 519.73%-531.3pp |
| Employer contribution / active EE | $2,406 | $3,068-21.6% | $2,800-14.1% | $4,779-49.6% |
| Participant deferral / active EE | $740 | $4,050-81.7% | $3,704-80.0% | $5,609-86.8% |
| Admin fee / account holder | $41 | $5,907-99.3% | $5,113-99.2% | $10,827-99.6% |