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 | $33,535 | $150,440-77.7% | $136,294-75.4% | $147,584-77.3% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 3.67% | 1049.08%-1045.4pp | 5155.94%-5152.3pp | 578.55%-574.9pp |
| Employer contribution / active EE | $1,314 | $5,256-75.0% | $4,695-72.0% | $4,876-73.0% |
| Participant deferral / active EE | $2,681 | $6,630-59.6% | $6,247-57.1% | $5,439-50.7% |
| Admin fee / account holder | $62 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |