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 5-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 | $16,245 | $70,756-77.0% | $65,493-75.2% | $142,382-88.6% |
| Participation rate | 81.3% | 77.4%+3.9pp | 73.1%+8.2pp | 80.1%+1.1pp |
| Annual return | 6.36% | 1754.89%-1748.5pp | 982.45%-976.1pp | 217.08%-210.7pp |
| Employer contribution / active EE | $559 | $2,881-80.6% | $2,574-78.3% | $4,299-87.0% |
| Participant deferral / active EE | $4,654 | $4,637+0.4% | $3,961+17.5% | $6,507-28.5% |
| Admin fee / account holder | $67 | $6,559-99.0% | $5,028-98.7% | $12,624-99.5% |