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 | $106,693 | $157,256-32.2% | $141,162-24.4% | $152,861-30.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 0.24% | 64.32%-64.1pp | 71.39%-71.2pp | 345.32%-345.1pp |
| Employer contribution / active EE | $1,863 | $5,261-64.6% | $4,735-60.6% | $4,762-60.9% |
| Participant deferral / active EE | $6,286 | $7,109-11.6% | $6,709-6.3% | $5,850+7.4% |
| Admin fee / account holder | -$6 | $12,120-100.1% | $10,261-100.1% | $11,596-100.1% |