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 | $46,149 | $183,963-74.9% | $162,163-71.5% | $152,861-69.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 4.81% | 150.76%-146.0pp | 115.59%-110.8pp | 345.32%-340.5pp |
| Employer contribution / active EE | $2,891 | $6,371-54.6% | $5,614-48.5% | $4,762-39.3% |
| Participant deferral / active EE | $6,925 | $8,034-13.8% | $7,298-5.1% | $5,850+18.4% |
| Admin fee / account holder | $37 | $13,121-99.7% | $10,843-99.7% | $11,596-99.7% |