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 4-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 | $2,257 | $76,738-97.1% | $56,411-96.0% | $145,922-98.5% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+19.0pp | 80.3%-8.8pp |
| Annual return | 0.57% | 2994.23%-2993.7pp | 1701.33%-1700.8pp | 561.29%-560.7pp |
| Employer contribution / active EE | $302 | $1,380-78.1% | $1,039-70.9% | $4,660-93.5% |
| Participant deferral / active EE | $364 | $2,623-86.1% | $1,952-81.3% | $6,688-94.6% |
| Admin fee / account holder | $198 | $3,334-94.0% | $2,829-93.0% | $13,397-98.5% |