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 | $159,963 | $109,817+45.7% | $98,442+62.5% | $167,490-4.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.25% | 1956.69%-1948.4pp | 1492.73%-1484.5pp | 478.56%-470.3pp |
| Employer contribution / active EE | $1,882 | $3,224-41.6% | $2,960-36.4% | $4,837-61.1% |
| Participant deferral / active EE | $15,582 | $4,673+233.4% | $4,276+264.4% | $6,341+145.7% |
| Admin fee / account holder | $40 | $6,753-99.4% | $5,949-99.3% | $12,309-99.7% |