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 | $52,651 | $77,899-32.4% | $149,673-64.8% | $75,163-30.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 11.36% | 31.72%-20.4pp | 134.42%-123.1pp | 160.62%-149.3pp |
| Employer contribution / active EE | $6,262 | $3,137+99.6% | $4,818+30.0% | $2,670+134.6% |
| Participant deferral / active EE | $13,516 | $3,411+296.2% | $5,680+138.0% | $4,125+227.7% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |