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 | $23,373 | $176,056-86.7% | $159,436-85.3% | $167,490-86.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.35% | 331.75%-324.4pp | 263.57%-256.2pp | 478.56%-471.2pp |
| Employer contribution / active EE | $4,914 | $5,297-7.2% | $4,829+1.8% | $4,837+1.6% |
| Participant deferral / active EE | $11,870 | $7,750+53.2% | $7,352+61.5% | $6,341+87.2% |
| Admin fee / account holder | $83 | $12,554-99.3% | $10,799-99.2% | $12,309-99.3% |