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 | $12,259 | $57,281-78.6% | $86,612-85.8% | $75,163-83.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 1.08% | 2670.75%-2669.7pp | 591.07%-590.0pp | 160.62%-159.5pp |
| Employer contribution / active EE | $837 | $2,314-63.8% | $3,022-72.3% | $2,670-68.7% |
| Participant deferral / active EE | $3,826 | $3,318+15.3% | $4,438-13.8% | $4,125-7.2% |
| Admin fee / account holder | $164 | $4,112-96.0% | $5,614-97.1% | $5,651-97.1% |