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 | $196,401 | $217,402-9.7% | $185,823+5.7% | $167,490+17.3% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 6.36% | 148.36%-142.0pp | 122.05%-115.7pp | 478.56%-472.2pp |
| Employer contribution / active EE | $11,665 | $5,873+98.6% | $5,167+125.7% | $4,837+141.1% |
| Participant deferral / active EE | $9,413 | $6,356+48.1% | $5,568+69.1% | $6,341+48.4% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |