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 | $0 | $80,717-100.0% | $154,803-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 66.8%-66.8pp | 78.1%-78.1pp | 68.3%-68.3pp |
| Annual return | 11.66% | 37.96%-26.3pp | 58.88%-47.2pp | 40.90%-29.2pp |
| Employer contribution / active EE | $608 | $2,761-78.0% | $4,305-85.9% | $2,631-76.9% |
| Participant deferral / active EE | $2,013 | $3,303-39.1% | $5,540-63.7% | $4,212-52.2% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |