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 | $17,535 | $58,208-69.9% | $81,812-78.6% | $80,856-78.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 5.47% | 41.66%-36.2pp | 773.79%-768.3pp | 35.59%-30.1pp |
| Employer contribution / active EE | $3,398 | $2,340+45.2% | $2,912+16.7% | $2,755+23.4% |
| Participant deferral / active EE | $788 | $3,281-76.0% | $4,319-81.8% | $4,296-81.7% |
| Admin fee / account holder | $205 | $4,981-95.9% | $7,386-97.2% | $6,918-97.0% |