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 | $65,585 | $209,832-68.7% | $189,513-65.4% | $167,490-60.8% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 8.11% | 748.27%-740.2pp | 555.15%-547.0pp | 478.56%-470.4pp |
| Employer contribution / active EE | $4,366 | $6,914-36.8% | $6,162-29.1% | $4,837-9.7% |
| Participant deferral / active EE | $8,357 | $8,935-6.5% | $8,221+1.7% | $6,341+31.8% |
| Admin fee / account holder | $45 | $14,293-99.7% | $12,045-99.6% | $12,309-99.6% |