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 9-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 | $164,454 | $96,635+70.2% | $86,612+89.9% | $139,434+17.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 5.87% | 106.41%-100.5pp | 591.07%-585.2pp | 372.94%-367.1pp |
| Employer contribution / active EE | $4,829 | $3,263+48.0% | $3,022+59.8% | $4,751+1.7% |
| Participant deferral / active EE | $18,539 | $4,836+283.4% | $4,438+317.8% | $6,710+176.3% |
| Admin fee / account holder | $30 | $6,408-99.5% | $5,614-99.5% | $11,403-99.7% |