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 | $124,416 | $63,346+96.4% | $92,233+34.9% | $70,131+77.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 9.20% | 530.12%-520.9pp | 176.28%-167.1pp | 73.14%-63.9pp |
| Employer contribution / active EE | $2,532 | $2,471+2.4% | $3,679-31.2% | $2,342+8.1% |
| Participant deferral / active EE | $3,519 | $2,854+23.3% | $3,897-9.7% | $3,332+5.6% |
| Admin fee / account holder | $58 | $3,840-98.5% | $5,194-98.9% | $4,645-98.7% |