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 | $54,318 | $75,828-28.4% | $147,614-63.2% | $59,632-8.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.84% | 0.37%-3.2pp | 61.98%-64.8pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $803 | $3,485-76.9% | $5,564-85.6% | $2,203-63.5% |
| Participant deferral / active EE | $2,523 | $3,130-19.4% | $4,895-48.5% | $3,192-21.0% |
| Admin fee / account holder | $202 | $5,985-96.6% | $11,611-98.3% | $4,297-95.3% |