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 | $6,759 | $100,773-93.3% | $88,946-92.4% | $142,382-95.3% |
| Participation rate | 90.0% | 74.3%+15.7pp | 68.8%+21.2pp | 80.1%+9.9pp |
| Annual return | 7.92% | 70.18%-62.3pp | 57.82%-49.9pp | 217.08%-209.2pp |
| Employer contribution / active EE | $2,340 | $2,918-19.8% | $2,555-8.4% | $4,299-45.6% |
| Participant deferral / active EE | $1,259 | $5,230-75.9% | $4,581-72.5% | $6,507-80.7% |
| Admin fee / account holder | $294 | $9,693-97.0% | $8,261-96.4% | $12,624-97.7% |