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 | $45,217 | $179,726-74.8% | $156,263-71.1% | $142,382-68.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 6.26% | 77.86%-71.6pp | 59.47%-53.2pp | 217.08%-210.8pp |
| Employer contribution / active EE | $3,622 | $5,069-28.6% | $4,333-16.4% | $4,299-15.8% |
| Participant deferral / active EE | $2,573 | $6,956-63.0% | $6,158-58.2% | $6,507-60.5% |
| Admin fee / account holder | $1 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |