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 | $41,529 | $109,817-62.2% | $98,442-57.8% | $167,490-75.2% |
| Participation rate | 71.4% | 75.8%-4.4pp | 73.3%-1.9pp | 82.1%-10.7pp |
| Annual return | 0.62% | 1956.69%-1956.1pp | 1492.73%-1492.1pp | 478.56%-477.9pp |
| Employer contribution / active EE | $869 | $3,224-73.0% | $2,960-70.6% | $4,837-82.0% |
| Participant deferral / active EE | $1,922 | $4,673-58.9% | $4,276-55.1% | $6,341-69.7% |
| Admin fee / account holder | $25 | $6,753-99.6% | $5,949-99.6% | $12,309-99.8% |