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 | $114,438 | $198,466-42.3% | $170,442-32.9% | $147,584-22.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.41% | 257.29%-251.9pp | 205.93%-200.5pp | 578.55%-573.1pp |
| Employer contribution / active EE | $3,291 | $6,184-46.8% | $5,433-39.4% | $4,876-32.5% |
| Participant deferral / active EE | $3,994 | $5,629-29.0% | $4,939-19.1% | $5,439-26.6% |
| Admin fee / account holder | $147 | $16,852-99.1% | $13,880-98.9% | $10,885-98.7% |