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 | $22,453 | $109,817-79.6% | $98,442-77.2% | $167,490-86.6% |
| Participation rate | 90.0% | 75.8%+14.2pp | 73.3%+16.7pp | 82.1%+7.9pp |
| Annual return | -2.72% | 1956.69%-1959.4pp | 1492.73%-1495.4pp | 478.56%-481.3pp |
| Employer contribution / active EE | $978 | $3,224-69.7% | $2,960-66.9% | $4,837-79.8% |
| Participant deferral / active EE | $3,053 | $4,673-34.7% | $4,276-28.6% | $6,341-51.9% |
| Admin fee / account holder | $96 | $6,753-98.6% | $5,949-98.4% | $12,309-99.2% |