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 4-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 | $170,969 | $159,602+7.1% | $150,045+13.9% | $142,382+20.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.32% | 70.24%-61.9pp | 62.55%-54.2pp | 217.08%-208.8pp |
| Employer contribution / active EE | $19,438 | $4,961+291.8% | $4,693+314.2% | $4,299+352.1% |
| Participant deferral / active EE | $20,996 | $8,310+152.7% | $7,997+162.5% | $6,507+222.7% |
| Admin fee / account holder | $20 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |