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 6-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 | $8,398 | $30,400-72.4% | $53,898-84.4% | $84,808-90.1% |
| Participation rate | 88.0% | 46.4%+41.6pp | 55.0%+33.0pp | 68.3%+19.7pp |
| Annual return | 14.01% | 500.19%-486.2pp | 528.60%-514.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $337 | $603-44.1% | $932-63.8% | $2,631-87.2% |
| Participant deferral / active EE | $916 | $1,199-23.6% | $1,826-49.8% | $4,212-78.3% |
| Admin fee / account holder | $45 | $1,993-97.7% | $2,491-98.2% | $7,344-99.4% |