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 | $83,925 | $74,888+12.1% | $71,209+17.9% | $142,382-41.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.89% | 345.14%-332.3pp | 282.51%-269.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,808 | $2,854-1.6% | $2,721+3.2% | $4,299-34.7% |
| Participant deferral / active EE | $16,110 | $4,454+261.7% | $4,175+285.9% | $6,507+147.6% |
| Admin fee / account holder | $194 | $5,568-96.5% | $5,349-96.4% | $12,624-98.5% |