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 | $85,126 | $144,119-40.9% | $117,854-27.8% | $147,584-42.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 8.19% | 531.15%-523.0pp | 335.08%-326.9pp | 578.55%-570.4pp |
| Employer contribution / active EE | $11,574 | $4,896+136.4% | $3,786+205.7% | $4,876+137.4% |
| Participant deferral / active EE | $5,939 | $5,316+11.7% | $4,482+32.5% | $5,439+9.2% |
| Admin fee / account holder | $184 | $10,886-98.3% | $8,020-97.7% | $10,885-98.3% |