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 | $25,915 | $150,440-82.8% | $136,294-81.0% | $147,584-82.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.69% | 1049.08%-1040.4pp | 5155.94%-5147.2pp | 578.55%-569.9pp |
| Employer contribution / active EE | $3,786 | $5,256-28.0% | $4,695-19.4% | $4,876-22.4% |
| Participant deferral / active EE | $7,754 | $6,630+16.9% | $6,247+24.1% | $5,439+42.6% |
| Admin fee / account holder | $196 | $10,905-98.2% | $9,243-97.9% | $10,885-98.2% |