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 | $42,548 | $158,398-73.1% | $126,539-66.4% | $142,382-70.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 9.28% | 593.76%-584.5pp | 425.95%-416.7pp | 217.08%-207.8pp |
| Employer contribution / active EE | $5,889 | $4,650+26.6% | $3,674+60.3% | $4,299+37.0% |
| Participant deferral / active EE | $3,342 | $4,767-29.9% | $4,083-18.1% | $6,507-48.6% |
| Admin fee / account holder | $50 | $6,918-99.3% | $6,065-99.2% | $12,624-99.6% |