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 | $47,824 | $107,334-55.4% | $92,893-48.5% | $152,861-68.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 6.50% | 145.58%-139.1pp | 109.41%-102.9pp | 345.32%-338.8pp |
| Employer contribution / active EE | $6,600 | $4,221+56.4% | $3,653+80.7% | $4,762+38.6% |
| Participant deferral / active EE | $4,929 | $4,845+1.7% | $4,236+16.3% | $5,850-15.8% |
| Admin fee / account holder | $12 | $7,079-99.8% | $5,794-99.8% | $11,596-99.9% |