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 | $92,145 | $150,440-38.7% | $136,294-32.4% | $147,584-37.6% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 10.04% | 1049.08%-1039.0pp | 5155.94%-5145.9pp | 578.55%-568.5pp |
| Employer contribution / active EE | $4,117 | $5,256-21.7% | $4,695-12.3% | $4,876-15.6% |
| Participant deferral / active EE | $5,211 | $6,630-21.4% | $6,247-16.6% | $5,439-4.2% |
| Admin fee / account holder | $165 | $10,905-98.5% | $9,243-98.2% | $10,885-98.5% |