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 8-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 | $26,328 | $165,335-84.1% | $149,696-82.4% | $158,922-83.4% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 2.96% | 348.15%-345.2pp | 276.60%-273.6pp | 302.83%-299.9pp |
| Employer contribution / active EE | $1,500 | $5,103-70.6% | $4,644-67.7% | $4,761-68.5% |
| Participant deferral / active EE | $2,953 | $7,181-58.9% | $6,842-56.8% | $5,982-50.6% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |