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 | $87,139 | $175,202-50.3% | $149,673-41.8% | $139,434-37.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.50% | 166.71%-159.2pp | 134.42%-126.9pp | 372.94%-365.4pp |
| Employer contribution / active EE | $16,582 | $5,474+202.9% | $4,818+244.2% | $4,751+249.0% |
| Participant deferral / active EE | $6,169 | $6,519-5.4% | $5,680+8.6% | $6,710-8.1% |
| Admin fee / account holder | $23 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |