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 7-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 | $8,618 | $88,751-90.3% | $81,812-89.5% | $145,922-94.1% |
| Participation rate | 94.1% | 75.0%+19.1pp | 72.3%+21.8pp | 80.3%+13.8pp |
| Annual return | 7.02% | 1025.40%-1018.4pp | 773.79%-766.8pp | 561.29%-554.3pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,289 | $4,643-50.7% | $4,319-47.0% | $6,688-65.8% |
| Admin fee / account holder | $266 | $8,415-96.8% | $7,386-96.4% | $13,397-98.0% |