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 | $99,167 | $148,534-33.2% | $135,903-27.0% | $139,434-28.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.05% | 79.19%-74.1pp | 68.23%-63.2pp | 372.94%-367.9pp |
| Employer contribution / active EE | $38,319 | $5,243+630.9% | $4,856+689.1% | $4,751+706.6% |
| Participant deferral / active EE | $23,750 | $8,100+193.2% | $7,758+206.1% | $6,710+253.9% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |