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 | $69,839 | $124,319-43.8% | $111,297-37.3% | $167,490-58.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 4.87% | 37.44%-32.6pp | 54.65%-49.8pp | 478.56%-473.7pp |
| Employer contribution / active EE | $4,389 | $3,435+27.8% | $2,731+60.7% | $4,837-9.3% |
| Participant deferral / active EE | $11,306 | $5,180+118.3% | $4,487+152.0% | $6,341+78.3% |
| Admin fee / account holder | $171 | $10,618-98.4% | $7,964-97.8% | $12,309-98.6% |