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 | $26,992 | $90,503-70.2% | $78,689-65.7% | $273,961-90.1% |
| Participation rate | 93.8% | 76.5%+17.2pp | 73.6%+20.2pp | 83.0%+10.7pp |
| Annual return | -0.68% | 75.60%-76.3pp | 62.18%-62.9pp | 41.45%-42.1pp |
| Employer contribution / active EE | $1,960 | $3,176-38.3% | $2,851-31.2% | $4,869-59.7% |
| Participant deferral / active EE | $2,187 | $3,901-43.9% | $3,517-37.8% | $5,287-58.6% |
| Admin fee / account holder | $16 | $5,263-99.7% | $4,510-99.6% | $10,132-99.8% |