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 | $64,804 | $209,411-69.1% | $178,490-63.7% | $158,922-59.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.01% | 188.75%-188.7pp | 151.07%-151.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,063 | $5,706-63.9% | $5,011-58.8% | $4,761-56.7% |
| Participant deferral / active EE | $8,125 | $5,954+36.5% | $5,202+56.2% | $5,982+35.8% |
| Admin fee / account holder | $33 | $17,074-99.8% | $13,984-99.8% | $11,246-99.7% |