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 | $83,345 | $98,750-15.6% | $149,696-44.3% | $79,858+4.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -1.15% | 27.43%-28.6pp | 276.60%-277.8pp | 31.71%-32.9pp |
| Employer contribution / active EE | $8,055 | $3,216+150.4% | $4,644+73.4% | $2,471+226.0% |
| Participant deferral / active EE | $7,102 | $5,680+25.0% | $6,842+3.8% | $3,740+89.9% |
| Admin fee / account holder | $5 | $6,053-99.9% | $9,309-99.9% | $5,306-99.9% |