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 | $43,650 | $102,966-57.6% | $90,281-51.7% | $152,861-71.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 0.73% | 95.16%-94.4pp | 78.10%-77.4pp | 345.32%-344.6pp |
| Employer contribution / active EE | $1,256 | $3,139-60.0% | $2,854-56.0% | $4,762-73.6% |
| Participant deferral / active EE | $2,561 | $4,281-40.2% | $3,885-34.1% | $5,850-56.2% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |