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 | $21,763 | $60,124-63.8% | $90,404-75.9% | $79,858-72.7% |
| Participation rate | 83.3% | 65.0%+18.4pp | 72.7%+10.7pp | 69.6%+13.7pp |
| Annual return | 3.04% | 71.94%-68.9pp | 1293.02%-1290.0pp | 31.71%-28.7pp |
| Employer contribution / active EE | $1,731 | $2,068-16.3% | $3,262-46.9% | $2,471-29.9% |
| Participant deferral / active EE | $6,667 | $2,938+126.9% | $3,963+68.2% | $3,740+78.2% |
| Admin fee / account holder | $176 | $3,976-95.6% | $5,611-96.9% | $5,306-96.7% |