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 | $25,819 | $97,757-73.6% | $83,848-69.2% | $135,375-80.9% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -11.38% | 1287.37%-1298.7pp | 850.88%-862.3pp | 519.73%-531.1pp |
| Employer contribution / active EE | $780 | $4,222-81.5% | $3,631-78.5% | $4,779-83.7% |
| Participant deferral / active EE | $7,614 | $4,682+62.6% | $4,082+86.5% | $5,609+35.7% |
| Admin fee / account holder | $36 | $6,674-99.5% | $5,478-99.3% | $10,827-99.7% |