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 9-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 | $95,444 | $210,648-54.7% | $177,989-46.4% | $145,922-34.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.62% | 385.86%-382.2pp | 294.48%-290.9pp | 561.29%-557.7pp |
| Employer contribution / active EE | $2,050 | $4,565-55.1% | $3,949-48.1% | $4,660-56.0% |
| Participant deferral / active EE | $13,368 | $6,958+92.1% | $6,276+113.0% | $6,688+99.9% |
| Admin fee / account holder | $23 | $12,013-99.8% | $10,363-99.8% | $13,397-99.8% |