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 | $93,975 | $111,754-15.9% | $103,333-9.1% | $145,922-35.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.92% | 24.77%-16.9pp | 24.88%-17.0pp | 561.29%-553.4pp |
| Employer contribution / active EE | $12,288 | $4,212+191.7% | $3,868+217.7% | $4,660+163.7% |
| Participant deferral / active EE | $5,154 | $5,619-8.3% | $5,057+1.9% | $6,688-22.9% |
| Admin fee / account holder | $203 | $9,750-97.9% | $8,355-97.6% | $13,397-98.5% |