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 | $17,578 | $60,124-70.8% | $90,404-80.6% | $79,858-78.0% |
| Participation rate | 80.8% | 65.0%+15.8pp | 72.7%+8.1pp | 69.6%+11.1pp |
| Annual return | 6.34% | 71.94%-65.6pp | 1293.02%-1286.7pp | 31.71%-25.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,719 | $2,938-7.5% | $3,963-31.4% | $3,740-27.3% |
| Admin fee / account holder | $19 | $3,976-99.5% | $5,611-99.7% | $5,306-99.6% |