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 | $106,227 | $117,841-9.9% | $102,423+3.7% | $145,922-27.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.95% | 31.65%-23.7pp | 29.32%-21.4pp | 561.29%-553.3pp |
| Employer contribution / active EE | $7,000 | $3,615+93.7% | $3,023+131.5% | $4,660+50.2% |
| Participant deferral / active EE | $18,240 | $5,731+218.3% | $5,053+261.0% | $6,688+172.7% |
| Admin fee / account holder | $13 | $13,326-99.9% | $9,451-99.9% | $13,397-99.9% |