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 | $69,496 | $198,466-65.0% | $170,442-59.2% | $147,584-52.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 3.33% | 257.29%-254.0pp | 205.93%-202.6pp | 578.55%-575.2pp |
| Employer contribution / active EE | $3,933 | $6,184-36.4% | $5,433-27.6% | $4,876-19.3% |
| Participant deferral / active EE | $7,014 | $5,629+24.6% | $4,939+42.0% | $5,439+29.0% |
| Admin fee / account holder | $108 | $16,852-99.4% | $13,880-99.2% | $10,885-99.0% |