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 | $141,436 | $183,519-22.9% | $155,509-9.0% | $145,922-3.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.67% | 61.17%-57.5pp | 64.67%-61.0pp | 561.29%-557.6pp |
| Employer contribution / active EE | $11,160 | $5,313+110.1% | $4,672+138.8% | $4,660+139.5% |
| Participant deferral / active EE | $21,835 | $6,462+237.9% | $5,626+288.1% | $6,688+226.5% |
| Admin fee / account holder | $48 | $19,313-99.8% | $15,912-99.7% | $13,397-99.6% |