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 | $68,580 | $100,852-32.0% | $90,404-24.1% | $158,922-56.8% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 2.67% | 1724.20%-1721.5pp | 1293.02%-1290.3pp | 302.83%-300.2pp |
| Employer contribution / active EE | $3,220 | $3,689-12.7% | $3,262-1.3% | $4,761-32.4% |
| Participant deferral / active EE | $4,205 | $4,348-3.3% | $3,963+6.1% | $5,982-29.7% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |