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 | $18,876 | $114,381-83.5% | $107,525-82.4% | $142,382-86.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 2.69% | 242.71%-240.0pp | 181.32%-178.6pp | 217.08%-214.4pp |
| Employer contribution / active EE | $2,037 | $4,015-49.3% | $3,754-45.7% | $4,299-52.6% |
| Participant deferral / active EE | $3,996 | $5,564-28.2% | $5,116-21.9% | $6,507-38.6% |
| Admin fee / account holder | $203 | $9,860-97.9% | $8,919-97.7% | $12,624-98.4% |