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 | $143,067 | $90,503+58.1% | $78,689+81.8% | $273,961-47.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.59% | 75.60%-74.0pp | 62.18%-60.6pp | 41.45%-39.9pp |
| Employer contribution / active EE | $15,092 | $3,176+375.2% | $2,851+429.4% | $4,869+210.0% |
| Participant deferral / active EE | $8,197 | $3,901+110.1% | $3,517+133.1% | $5,287+55.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |