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 8-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 | $51,028 | $148,534-65.6% | $135,903-62.5% | $139,434-63.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 1.18% | 79.19%-78.0pp | 68.23%-67.0pp | 372.94%-371.8pp |
| Employer contribution / active EE | $8,666 | $5,243+65.3% | $4,856+78.5% | $4,751+82.4% |
| Participant deferral / active EE | $11,087 | $8,100+36.9% | $7,758+42.9% | $6,710+65.2% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |