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 | $87,524 | $114,381-23.5% | $107,525-18.6% | $142,382-38.5% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 8.98% | 242.71%-233.7pp | 181.32%-172.3pp | 217.08%-208.1pp |
| Employer contribution / active EE | $8,854 | $4,015+120.5% | $3,754+135.9% | $4,299+105.9% |
| Participant deferral / active EE | $8,124 | $5,564+46.0% | $5,116+58.8% | $6,507+24.8% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |