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 7-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 | $70,438 | $197,591-64.4% | $177,821-60.4% | $158,922-55.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.81% | 58.76%-51.9pp | 48.32%-41.5pp | 302.83%-296.0pp |
| Employer contribution / active EE | $17,100 | $6,697+155.3% | $5,918+188.9% | $4,761+259.2% |
| Participant deferral / active EE | $19,500 | $8,405+132.0% | $7,714+152.8% | $5,982+226.0% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |