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 | $81,812 | $100,852-18.9% | $90,404-9.5% | $158,922-48.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.81% | 1724.20%-1723.4pp | 1293.02%-1292.2pp | 302.83%-302.0pp |
| Employer contribution / active EE | $993 | $3,689-73.1% | $3,262-69.5% | $4,761-79.1% |
| Participant deferral / active EE | $6,500 | $4,348+49.5% | $3,963+64.0% | $5,982+8.7% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |