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 | $28,204 | $91,190-69.1% | $178,490-84.2% | $79,858-64.7% |
| Participation rate | 75.6% | 69.2%+6.4pp | 81.9%-6.3pp | 69.6%+6.0pp |
| Annual return | 9.32% | 24.19%-14.9pp | 151.07%-141.8pp | 31.71%-22.4pp |
| Employer contribution / active EE | $959 | $3,256-70.5% | $5,011-80.9% | $2,471-61.2% |
| Participant deferral / active EE | $2,930 | $3,236-9.5% | $5,202-43.7% | $3,740-21.7% |
| Admin fee / account holder | -$2 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |