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 | $51,028 | $48,795+4.6% | $65,493-22.1% | $84,808-39.8% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 10.40% | 20.20%-9.8pp | 982.45%-972.0pp | 40.90%-30.5pp |
| Employer contribution / active EE | $4,024 | $1,930+108.5% | $2,574+56.3% | $2,631+52.9% |
| Participant deferral / active EE | $2,294 | $2,928-21.7% | $3,961-42.1% | $4,212-45.5% |
| Admin fee / account holder | $204 | $3,877-94.7% | $5,028-95.9% | $7,344-97.2% |