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 | $20,573 | $105,998-80.6% | $92,233-77.7% | $147,584-86.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.30% | 50.05%-42.8pp | 176.28%-169.0pp | 578.55%-571.3pp |
| Employer contribution / active EE | $10,662 | $4,333+146.1% | $3,679+189.8% | $4,876+118.7% |
| Participant deferral / active EE | $3,385 | $4,478-24.4% | $3,897-13.1% | $5,439-37.8% |
| Admin fee / account holder | $173 | $6,332-97.3% | $5,194-96.7% | $10,885-98.4% |