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 | $103,930 | $109,327-4.9% | $89,391+16.3% | $158,922-34.6% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 0.76% | 345.68%-344.9pp | 245.62%-244.9pp | 302.83%-302.1pp |
| Employer contribution / active EE | $3,497 | $3,170+10.3% | $2,586+35.2% | $4,761-26.6% |
| Participant deferral / active EE | $8,298 | $4,598+80.5% | $3,890+113.3% | $5,982+38.7% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |