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 | $59,886 | $63,346-5.5% | $92,233-35.1% | $70,131-14.6% |
| Participation rate | 88.0% | 68.7%+19.3pp | 76.5%+11.5pp | 69.5%+18.5pp |
| Annual return | 4.51% | 530.12%-525.6pp | 176.28%-171.8pp | 73.14%-68.6pp |
| Employer contribution / active EE | $4,165 | $2,471+68.6% | $3,679+13.2% | $2,342+77.8% |
| Participant deferral / active EE | $2,378 | $2,854-16.7% | $3,897-39.0% | $3,332-28.6% |
| Admin fee / account holder | $1 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |