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 | $202,906 | $107,334+89.0% | $92,893+118.4% | $152,861+32.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 5.36% | 145.58%-140.2pp | 109.41%-104.1pp | 345.32%-340.0pp |
| Employer contribution / active EE | $17,500 | $4,221+314.6% | $3,653+379.1% | $4,762+267.5% |
| Participant deferral / active EE | $8,260 | $4,845+70.5% | $4,236+95.0% | $5,850+41.2% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |