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 10-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 | $66,921 | $183,963-63.6% | $162,163-58.7% | $152,861-56.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 5.23% | 150.76%-145.5pp | 115.59%-110.4pp | 345.32%-340.1pp |
| Employer contribution / active EE | $2,896 | $6,371-54.5% | $5,614-48.4% | $4,762-39.2% |
| Participant deferral / active EE | $14,956 | $8,034+86.2% | $7,298+104.9% | $5,850+155.7% |
| Admin fee / account holder | $125 | $13,121-99.0% | $10,843-98.8% | $11,596-98.9% |