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 | $70,456 | $176,662-60.1% | $130,648-46.1% | $152,861-53.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 4.14% | 2692.24%-2688.1pp | 1708.96%-1704.8pp | 345.32%-341.2pp |
| Employer contribution / active EE | $2,422 | $5,742-57.8% | $4,092-40.8% | $4,762-49.1% |
| Participant deferral / active EE | $2,120 | $4,361-51.4% | $3,603-41.2% | $5,850-63.8% |
| Admin fee / account holder | $20 | $7,133-99.7% | $5,464-99.6% | $11,596-99.8% |