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 | $80,252 | $217,402-63.1% | $185,823-56.8% | $167,490-52.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.16% | 148.36%-142.2pp | 122.05%-115.9pp | 478.56%-472.4pp |
| Employer contribution / active EE | $3,303 | $5,873-43.8% | $5,167-36.1% | $4,837-31.7% |
| Participant deferral / active EE | $10,845 | $6,356+70.6% | $5,568+94.8% | $6,341+71.0% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |