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 | $21,920 | $56,114-60.9% | $96,139-77.2% | $85,850-74.5% |
| Participation rate | 90.3% | 56.7%+33.6pp | 68.4%+21.9pp | 69.3%+21.0pp |
| Annual return | 11.49% | 42.30%-30.8pp | 191.94%-180.5pp | 318.53%-307.0pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,919 | $2,859-32.9% | $4,349-55.9% | $3,952-51.4% |
| Admin fee / account holder | $100 | $3,768-97.3% | $5,537-98.2% | $6,260-98.4% |