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 5-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 | $138,508 | $111,724+24.0% | $93,606+48.0% | $145,922-5.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 2.89% | 202.98%-200.1pp | 133.20%-130.3pp | 561.29%-558.4pp |
| Employer contribution / active EE | $4,724 | $3,090+52.9% | $2,420+95.2% | $4,660+1.4% |
| Participant deferral / active EE | $7,044 | $4,912+43.4% | $4,411+59.7% | $6,688+5.3% |
| Admin fee / account holder | $185 | $10,250-98.2% | $8,285-97.8% | $13,397-98.6% |