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 | $89,814 | $106,890-16.0% | $84,015+6.9% | $152,861-41.2% |
| Participation rate | 70.0% | 75.2%-5.2pp | 69.0%+1.0pp | 82.4%-12.4pp |
| Annual return | 0.96% | 104.99%-104.0pp | 71.31%-70.3pp | 345.32%-344.4pp |
| Employer contribution / active EE | $1,828 | $2,734-33.2% | $1,983-7.8% | $4,762-61.6% |
| Participant deferral / active EE | $3,840 | $4,011-4.3% | $3,239+18.6% | $5,850-34.4% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |