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 | $28,459 | $88,751-67.9% | $81,812-65.2% | $145,922-80.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.37% | 1025.40%-1016.0pp | 773.79%-764.4pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,000 | $3,083-35.2% | $2,912-31.3% | $4,660-57.1% |
| Participant deferral / active EE | $3,075 | $4,643-33.8% | $4,319-28.8% | $6,688-54.0% |
| Admin fee / account holder | $119 | $8,415-98.6% | $7,386-98.4% | $13,397-99.1% |