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 | $60,215 | $202,318-70.2% | $172,739-65.1% | $152,861-60.6% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 5.55% | 1029.65%-1024.1pp | 802.84%-797.3pp | 345.32%-339.8pp |
| Employer contribution / active EE | $13,199 | $5,856+125.4% | $5,143+156.6% | $4,762+177.2% |
| Participant deferral / active EE | $2,640 | $5,948-55.6% | $5,198-49.2% | $5,850-54.9% |
| Admin fee / account holder | $179 | $17,109-99.0% | $13,954-98.7% | $11,596-98.5% |