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 5-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 | $105,913 | $185,822-43.0% | $169,993-37.7% | $139,434-24.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.87% | 60.50%-54.6pp | 53.37%-47.5pp | 372.94%-367.1pp |
| Employer contribution / active EE | $26,139 | $7,590+244.4% | $6,785+285.2% | $4,751+450.2% |
| Participant deferral / active EE | $9,950 | $11,622-14.4% | $10,408-4.4% | $6,710+48.3% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |