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 4-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 | $45,819 | $88,751-48.4% | $81,812-44.0% | $145,922-68.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 9.20% | 1025.40%-1016.2pp | 773.79%-764.6pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,769 | $3,083-42.6% | $2,912-39.3% | $4,660-62.0% |
| Participant deferral / active EE | $14,281 | $4,643+207.6% | $4,319+230.7% | $6,688+113.5% |
| Admin fee / account holder | $167 | $8,415-98.0% | $7,386-97.7% | $13,397-98.8% |