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 | $57,524 | $158,398-63.7% | $126,539-54.5% | $142,382-59.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 2.94% | 593.76%-590.8pp | 425.95%-423.0pp | 217.08%-214.1pp |
| Employer contribution / active EE | $5,341 | $4,650+14.9% | $3,674+45.4% | $4,299+24.2% |
| Participant deferral / active EE | $11,106 | $4,767+133.0% | $4,083+172.0% | $6,507+70.7% |
| Admin fee / account holder | $273 | $6,918-96.1% | $6,065-95.5% | $12,624-97.8% |