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 | $102,273 | $78,705+29.9% | $117,854-13.2% | $70,131+45.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 10.32% | 23.30%-13.0pp | 335.08%-324.8pp | 73.14%-62.8pp |
| Employer contribution / active EE | $1,822 | $2,223-18.1% | $3,786-51.9% | $2,342-22.2% |
| Participant deferral / active EE | $3,943 | $3,297+19.6% | $4,482-12.0% | $3,332+18.4% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |