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 | $20,379 | $107,334-81.0% | $92,893-78.1% | $152,861-86.7% |
| Participation rate | 82.6% | 79.8%+2.8pp | 76.0%+6.6pp | 82.4%+0.2pp |
| Annual return | 4.73% | 145.58%-140.8pp | 109.41%-104.7pp | 345.32%-340.6pp |
| Employer contribution / active EE | $2,174 | $4,221-48.5% | $3,653-40.5% | $4,762-54.4% |
| Participant deferral / active EE | $0 | $4,845-100.0% | $4,236-100.0% | $5,850-100.0% |
| Admin fee / account holder | $191 | $7,079-97.3% | $5,794-96.7% | $11,596-98.4% |