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 | $78,681 | $157,256-50.0% | $141,162-44.3% | $152,861-48.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.56% | 64.32%-49.8pp | 71.39%-56.8pp | 345.32%-330.8pp |
| Employer contribution / active EE | $3,798 | $5,261-27.8% | $4,735-19.8% | $4,762-20.2% |
| Participant deferral / active EE | $10,317 | $7,109+45.1% | $6,709+53.8% | $5,850+76.3% |
| Admin fee / account holder | $30 | $12,120-99.8% | $10,261-99.7% | $11,596-99.7% |