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 | $50,526 | $91,037-44.5% | $71,671-29.5% | $147,584-65.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 1.06% | 20.48%-19.4pp | 20.65%-19.6pp | 578.55%-577.5pp |
| Employer contribution / active EE | $10,857 | $3,327+226.3% | $2,460+341.4% | $4,876+122.7% |
| Participant deferral / active EE | $4,500 | $4,4980% | $3,438+30.9% | $5,439-17.3% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |