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 | $57,852 | $109,817-47.3% | $98,442-41.2% | $167,490-65.5% |
| Participation rate | 70.0% | 75.8%-5.8pp | 73.3%-3.3pp | 82.1%-12.1pp |
| Annual return | 5.99% | 1956.69%-1950.7pp | 1492.73%-1486.7pp | 478.56%-472.6pp |
| Employer contribution / active EE | $1,490 | $3,224-53.8% | $2,960-49.6% | $4,837-69.2% |
| Participant deferral / active EE | $4,965 | $4,673+6.2% | $4,276+16.1% | $6,341-21.7% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |