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 | $83,257 | $99,020-15.9% | $86,590-3.8% | $147,584-43.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.05% | 1312.34%-1305.3pp | 964.84%-957.8pp | 578.55%-571.5pp |
| Employer contribution / active EE | $3,331 | $3,132+6.4% | $2,839+17.3% | $4,876-31.7% |
| Participant deferral / active EE | $2,980 | $3,972-25.0% | $3,609-17.4% | $5,439-45.2% |
| Admin fee / account holder | $285 | $5,710-95.0% | $4,906-94.2% | $10,885-97.4% |