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 | $181,347 | $100,773+80.0% | $88,946+103.9% | $142,382+27.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 8.25% | 70.18%-61.9pp | 57.82%-49.6pp | 217.08%-208.8pp |
| Employer contribution / active EE | $11,030 | $2,918+278.0% | $2,555+331.7% | $4,299+156.6% |
| Participant deferral / active EE | $26,000 | $5,230+397.1% | $4,581+467.5% | $6,507+299.6% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |