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 | $55,270 | $209,411-73.6% | $178,490-69.0% | $158,922-65.2% |
| Participation rate | 73.3% | 86.3%-13.0pp | 81.9%-8.6pp | 82.0%-8.6pp |
| Annual return | 0.56% | 188.75%-188.2pp | 151.07%-150.5pp | 302.83%-302.3pp |
| Employer contribution / active EE | $4,051 | $5,706-29.0% | $5,011-19.1% | $4,761-14.9% |
| Participant deferral / active EE | $5,388 | $5,954-9.5% | $5,202+3.6% | $5,982-9.9% |
| Admin fee / account holder | $105 | $17,074-99.4% | $13,984-99.2% | $11,246-99.1% |