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 | $41,435 | $88,751-53.3% | $81,812-49.4% | $145,922-71.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 6.77% | 1025.40%-1018.6pp | 773.79%-767.0pp | 561.29%-554.5pp |
| Employer contribution / active EE | $1,689 | $3,083-45.2% | $2,912-42.0% | $4,660-63.8% |
| Participant deferral / active EE | $1,920 | $4,643-58.7% | $4,319-55.5% | $6,688-71.3% |
| Admin fee / account holder | $284 | $8,415-96.6% | $7,386-96.2% | $13,397-97.9% |