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 | $165,746 | $165,335+0.2% | $149,696+10.7% | $158,922+4.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.28% | 348.15%-342.9pp | 276.60%-271.3pp | 302.83%-297.5pp |
| Employer contribution / active EE | $1,250 | $5,103-75.5% | $4,644-73.1% | $4,761-73.7% |
| Participant deferral / active EE | $9,436 | $7,181+31.4% | $6,842+37.9% | $5,982+57.7% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |