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 | $92,163 | $198,466-53.6% | $170,442-45.9% | $147,584-37.6% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 7.71% | 257.29%-249.6pp | 205.93%-198.2pp | 578.55%-570.8pp |
| Employer contribution / active EE | $2,487 | $6,184-59.8% | $5,433-54.2% | $4,876-49.0% |
| Participant deferral / active EE | $6,236 | $5,629+10.8% | $4,939+26.2% | $5,439+14.7% |
| Admin fee / account holder | $10 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |