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 | $51,642 | $159,901-67.7% | $146,958-64.9% | $145,922-64.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 3.23% | 98.13%-94.9pp | 418.34%-415.1pp | 561.29%-558.1pp |
| Employer contribution / active EE | $2,075 | $5,286-60.7% | $4,933-57.9% | $4,660-55.5% |
| Participant deferral / active EE | $4,384 | $8,428-48.0% | $8,070-45.7% | $6,688-34.4% |
| Admin fee / account holder | $121 | $15,044-99.2% | $12,998-99.1% | $13,397-99.1% |