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 | $103,908 | $110,502-6.0% | $80,716+28.7% | $167,490-38.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 2.07% | 120.54%-118.5pp | 87.28%-85.2pp | 478.56%-476.5pp |
| Employer contribution / active EE | $10,412 | $1,543+575.0% | $1,160+797.6% | $4,837+115.2% |
| Participant deferral / active EE | $6,500 | $2,871+126.4% | $2,146+202.9% | $6,341+2.5% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |