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 | $94,407 | $165,335-42.9% | $149,696-36.9% | $158,922-40.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.59% | 348.15%-340.6pp | 276.60%-269.0pp | 302.83%-295.2pp |
| Employer contribution / active EE | $2,025 | $5,103-60.3% | $4,644-56.4% | $4,761-57.5% |
| Participant deferral / active EE | $9,146 | $7,181+27.4% | $6,842+33.7% | $5,982+52.9% |
| Admin fee / account holder | $99 | $10,807-99.1% | $9,309-98.9% | $11,246-99.1% |