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 | $104,897 | $115,770-9.4% | $101,248+3.6% | $158,922-34.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.75% | 56.14%-49.4pp | 46.47%-39.7pp | 302.83%-296.1pp |
| Employer contribution / active EE | $6,758 | $4,175+61.9% | $3,660+84.7% | $4,761+41.9% |
| Participant deferral / active EE | $3,308 | $4,957-33.3% | $4,370-24.3% | $5,982-44.7% |
| Admin fee / account holder | $21 | $7,245-99.7% | $5,945-99.6% | $11,246-99.8% |