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 | $95,658 | $171,865-44.3% | $149,718-36.1% | $147,584-35.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.82% | 2113.22%-2104.4pp | 1501.63%-1492.8pp | 578.55%-569.7pp |
| Employer contribution / active EE | $3,227 | $6,275-48.6% | $5,445-40.7% | $4,876-33.8% |
| Participant deferral / active EE | $10,361 | $7,271+42.5% | $6,569+57.7% | $5,439+90.5% |
| Admin fee / account holder | $280 | $13,799-98.0% | $11,283-97.5% | $10,885-97.4% |