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 | $148,023 | $217,402-31.9% | $185,823-20.3% | $167,490-11.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.96% | 148.36%-140.4pp | 122.05%-114.1pp | 478.56%-470.6pp |
| Employer contribution / active EE | $13,097 | $5,873+123.0% | $5,167+153.5% | $4,837+170.7% |
| Participant deferral / active EE | $5,402 | $6,356-15.0% | $5,568-3.0% | $6,341-14.8% |
| Admin fee / account holder | $60 | $19,811-99.7% | $16,237-99.6% | $12,309-99.5% |