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 6-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 | $90,360 | $114,381-21.0% | $107,525-16.0% | $142,382-36.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.36% | 242.71%-232.3pp | 181.32%-171.0pp | 217.08%-206.7pp |
| Employer contribution / active EE | $8,769 | $4,015+118.4% | $3,754+133.6% | $4,299+104.0% |
| Participant deferral / active EE | $8,005 | $5,564+43.9% | $5,116+56.5% | $6,507+23.0% |
| Admin fee / account holder | $33 | $9,860-99.7% | $8,919-99.6% | $12,624-99.7% |