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 9-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 | $93,283 | $202,318-53.9% | $172,739-46.0% | $152,861-39.0% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 8.40% | 1029.65%-1021.2pp | 802.84%-794.4pp | 345.32%-336.9pp |
| Employer contribution / active EE | $12,298 | $5,856+110.0% | $5,143+139.1% | $4,762+158.2% |
| Participant deferral / active EE | $9,844 | $5,948+65.5% | $5,198+89.4% | $5,850+68.3% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |