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 | $78,610 | $81,632-3.7% | $70,449+11.6% | $158,922-50.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 3.44% | 208.40%-205.0pp | 109.03%-105.6pp | 302.83%-299.4pp |
| Employer contribution / active EE | $2,942 | $3,217-8.6% | $2,737+7.5% | $4,761-38.2% |
| Participant deferral / active EE | $2,000 | $4,554-56.1% | $3,709-46.1% | $5,982-66.6% |
| Admin fee / account holder | $165 | $6,193-97.3% | $3,845-95.7% | $11,246-98.5% |