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 | $132,506 | $106,890+24.0% | $84,015+57.7% | $152,861-13.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 4.68% | 104.99%-100.3pp | 71.31%-66.6pp | 345.32%-340.6pp |
| Employer contribution / active EE | $1,832 | $2,734-33.0% | $1,983-7.6% | $4,762-61.5% |
| Participant deferral / active EE | $5,327 | $4,011+32.8% | $3,239+64.5% | $5,850-8.9% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |