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 | $26,603 | $106,890-75.1% | $84,015-68.3% | $152,861-82.6% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.4%+3.3pp |
| Annual return | 3.73% | 104.99%-101.3pp | 71.31%-67.6pp | 345.32%-341.6pp |
| Employer contribution / active EE | $2,541 | $2,734-7.1% | $1,983+28.1% | $4,762-46.6% |
| Participant deferral / active EE | $2,091 | $4,011-47.9% | $3,239-35.4% | $5,850-64.3% |
| Admin fee / account holder | $268 | $8,285-96.8% | $6,101-95.6% | $11,596-97.7% |