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 4-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 | $227,773 | $110,261+106.6% | $95,745+137.9% | $139,434+63.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 3.13% | 27.11%-24.0pp | 28.35%-25.2pp | 372.94%-369.8pp |
| Employer contribution / active EE | $8,108 | $3,257+148.9% | $2,835+186.0% | $4,751+70.7% |
| Participant deferral / active EE | $10,000 | $4,676+113.9% | $4,245+135.6% | $6,710+49.0% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |