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 | $100,866 | $74,888+34.7% | $71,209+41.6% | $142,382-29.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.42% | 345.14%-334.7pp | 282.51%-272.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $1,715 | $2,854-39.9% | $2,721-37.0% | $4,299-60.1% |
| Participant deferral / active EE | $8,859 | $4,454+98.9% | $4,175+112.2% | $6,507+36.1% |
| Admin fee / account holder | $17 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |