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 | $69,669 | $169,032-58.8% | $129,207-46.1% | $145,922-52.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.98% | 14330.11%-14323.1pp | 9417.33%-9410.3pp | 561.29%-554.3pp |
| Employer contribution / active EE | $10,000 | $5,537+80.6% | $4,153+140.8% | $4,660+114.6% |
| Participant deferral / active EE | $4,380 | $4,987-12.2% | $4,168+5.1% | $6,688-34.5% |
| Admin fee / account holder | $161 | $9,954-98.4% | $7,715-97.9% | $13,397-98.8% |