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 5-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 | $169,039 | $177,572-4.8% | $154,803+9.2% | $142,382+18.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.37% | 65.07%-59.7pp | 58.88%-53.5pp | 217.08%-211.7pp |
| Employer contribution / active EE | $11,657 | $4,810+142.3% | $4,305+170.7% | $4,299+171.1% |
| Participant deferral / active EE | $6,369 | $6,272+1.6% | $5,540+15.0% | $6,507-2.1% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |