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 | $181,480 | $105,998+71.2% | $92,233+96.8% | $147,584+23.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.44% | 50.05%-40.6pp | 176.28%-166.8pp | 578.55%-569.1pp |
| Employer contribution / active EE | $2,570 | $4,333-40.7% | $3,679-30.2% | $4,876-47.3% |
| Participant deferral / active EE | $5,943 | $4,478+32.7% | $3,897+52.5% | $5,439+9.3% |
| Admin fee / account holder | $155 | $6,332-97.6% | $5,194-97.0% | $10,885-98.6% |