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 8-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 | $83,139 | $165,984-49.9% | $164,813-49.6% | $145,922-43.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.71% | 100.03%-92.3pp | 69.93%-62.2pp | 561.29%-553.6pp |
| Employer contribution / active EE | $11,114 | $5,273+110.8% | $4,341+156.0% | $4,660+138.5% |
| Participant deferral / active EE | $7,999 | $6,959+14.9% | $6,031+32.6% | $6,688+19.6% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |