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 | $97,692 | $150,440-35.1% | $136,294-28.3% | $147,584-33.8% |
| Participation rate | 84.2% | 84.4%-0.2pp | 81.9%+2.3pp | 82.8%+1.4pp |
| Annual return | 9.40% | 1049.08%-1039.7pp | 5155.94%-5146.5pp | 578.55%-569.2pp |
| Employer contribution / active EE | $2,356 | $5,256-55.2% | $4,695-49.8% | $4,876-51.7% |
| Participant deferral / active EE | $8,528 | $6,630+28.6% | $6,247+36.5% | $5,439+56.8% |
| Admin fee / account holder | $133 | $10,905-98.8% | $9,243-98.6% | $10,885-98.8% |