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 | $39,779 | $74,888-46.9% | $71,209-44.1% | $142,382-72.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.85% | 345.14%-333.3pp | 282.51%-270.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,658 | $2,854-41.9% | $2,721-39.1% | $4,299-61.4% |
| Participant deferral / active EE | $3,283 | $4,454-26.3% | $4,175-21.4% | $6,507-49.6% |
| Admin fee / account holder | $250 | $5,568-95.5% | $5,349-95.3% | $12,624-98.0% |